If your plans for retirement turned out to not be true, when would you want to know?

Chad J. Karl, Certified Financial Planner™ professional, Creates Financial Strategies for Your Retirement Goals to obtain a work optional confident lifestyle in retirement...


We have strategies and processes in place ahead of time so we don't have to react to the markets.


A look at relationships, advice, returns and risk, and fees.


Rob Kuharic cake video 2


Dollar Cost Averaging explained


Medicare Supplement versus Medicare Advantage plans


Is Your Portfolio Balanced for You?


You are the Hero on Your Financial Journey


What value added services are you receiving for the fees you are paying your advisor?


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What should you do with your 401(k) savings?

Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook…Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules. Complete form below now to request this FREE eGuide.