- Service & Staff
- Date & Time
- Your Details
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
Mr. And Mrs. H - Oct 18, 2017
Chad is a very knowledgeable financial person. He has been great with providing guidelines for my husband and I for retirement. He demonstrates such patience and kindness with discussing and explaining this sensitive topic. He shows honest concern about helping us plan our future for success.
Very knowledgeable and proficient
Mr. And Mrs. Homra - Oct 11, 2017
Chad is very personable and has been a great help in preparing for my retirement . I will have life insurance coverage now and after I separate from work.I will have medical coverage in case I need in home nurse care or a facility . He has put our minds at ease for planning for my future retirement.
Review of recent visit
Mr. Amd Mrs. Wallace - Oct 10, 2017
Chad does a great job of explaining our options. The majority of our savings are invested in the Knights of Columbus Roth IRA's, Retirement Annuities and life insurance so he is able to advise us concerning our financial security. He always takes his time and makes sure we understand everything. Extremely helpful.
Professional, Faithful, and Helpful
Father Bryan Ketterer - Oct 6, 2017
Chad is a dedicated Catholic man and truly cares about his brother Knights and their families. He is professional and courteous and very helpful with my numerous questions. His knowledge gave me confidence that I'm making the best plans for the future with my particular needs and desires in mind. It is truly a pleasure working with Chad!
Financial Planner Chad McAuliff with KOC
Mr. And Mrs. deReign - Sep 10, 2017
Chad is the definition of a Catholic gentleman. He is also a knowledgeable financial planner and represents the KOC financial products with confidence and professionalism.