- 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
Chad McAuliff review
Sue O'Hara - Aug 3, 2017
Chad has been a godsend for me since my husband passed away. He always has a smile. He is easy to talk with and discuss my plans. He listens intently and doesn't put down any of my ideas. We have honest and open discussions, which is refreshing. He has innovative ideas to get me where I want to be in retirement, which has helped and challenged me. I'm closer to executing my plans for retirement. I don't know where I would be without him.
Chad is great!
Mr. And Mrs. Kruse - Jul 28, 2017
Chad does a great job at being in touch, communicative, giving strategic ideas and is very trust worthy.
Professional and Courteous
Mr. And Mrs. Jones - Jul 28, 2017
Chad has a vested interest in the best interests of my family. His demeanor is courteous and professional. Chad's recommendations were open and practical. His aptitude is superior, and his genuine character is refreshing.
Kevin Moe - Jun 24, 2017
Chad is well knowledgeable and has understanding of what services we would be interested in. He is an exceptional at his job.
Mr. and Mrs. Patti - Jun 17, 2017
Always on time. Very helpful, very informative and very knowledgeable He made the process go very smoothley.