- Service & Staff
- Date & Time
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Select a service
Review and update benefits and financial profile.
Collect data, discuss planning strategies, and create efficient solutions.
Provide simple quality service. Updating banking, beneficiaries, and so on.
New Marriage Financial Prep
Create a financial plan, prioritize, and implement for new couples.
Life Event Changes Financial Meeting
A life event creates changes in financial planning. Babies, new home, new job, and so on.
Legacy and Charitable Planning
Create efficient strategic charity and legacy planning.
Knights of Columbus New Member/New Family
Financial Strategic Planning
Educate and build strategic financial plans for the future.
Revisit, Review, and Plan
Return visit, review, and put plans and policies in place.
Tue10:00am - 8:00pm
Wed10:00am - 8:00pm
Thu10:00am - 8:00pm
John M - Jan 18, 2018
With an ever changing tax environment, Chad really took the time to resource the best options regarding, helping with my child's educational future!!
Mr. And Mrs. Guernsey - Jan 13, 2018
Chad is a very knowledgeable and personalable guy. Very professional and is looking out for our best interest even if it means it's not his product. I would recommend him when it comes to planning for the future.
Mr. And Mrs. McClain - Jan 11, 2018
Chad took the time to explain everything. He is very Knowledgeable. We look forward to working with him again.
Mr. And Mrs. Saveth - Jan 8, 2018
Chad was very professional and has a tremendous amount of great and valuable information. We look forward to future meetings with him.
Mr. And Mrs. Statuto - Nov 11, 2017
Chad’s knowledge and experience has helped us make informed decisions without pressure and with full understanding.