- 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 Informative Visit
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
So far So good,
Fred Joseph - Mar 12, 2018
First meeting with Chad went wonderful. He spelled out in simple terms what the wife and I were looking for in life insurance. Looking forward to our next meeting.
Personal and specific plan to fit our needs
Dr Michael Hyland and family - Mar 1, 2018
Chad does an excellent job of reviewing my plan every year and also asking good probative questions to seek information regarding potential changes in the plan or anything that’s needed. He is flexible with times and dates and spends a lot of time and attention to detail and willing to answer any and all questions.
Chad is great!
Drew And Allie Fenton - Feb 10, 2018
We have been impressed with Chad and all that he offers! We took particular notice of how he handled us when we didn't jump at a recommendation he made. He showed respect and understanding without pushing the issue.
K of C financial services
Mr. And Mrs. Israel Ferguson - Feb 10, 2018
Chad was very helpful in planning our future. We never felt pressured to purchase and it was a pleasure working with him.
Fr. Matthew Gerlach - Feb 9, 2018
Many thanks to Chad McAuliff for his dedication to his work and to furthering the kingdom of God! Keep up the good work, Chad!