At Chad J. Karl & Associates, our mission is to “Create Financial Strategies for YOUR Retirement Goals.” We help people solve financial challenges in a complicated world, and we absolutely love what we do. Rather than take a linear approach to retirement planning, we consider the unique lifestyle of you.
With over a quarter century in practice, we have developed and refined processes to enhance the financial strategies for YOUR retirement goals. This starts with our D3 process including: Discovery of your current situation, Design YOUR goals and plans of action, and Dream a retirement that's worth working towards.
You have worked hard your entire career to provide for your needs, as well as the needs of your family. You have served your community well, and have even managed to donate to your favorite non-profit organizations along the way. Yet, as you face retirement, you find yourself second guessing whether your decades of hard work will pay off. Our team partners with you to ensure that your retirement goals are not only defined, but met.
At Chad J. Karl & Associates, we are steadfast in our resolve to help you retire on time, and with enough resources to live life on your terms. We are independent, passionate, and CERTIFIED FINANCIAL PLANNER™ professionals who will always put your needs, first.
We have partnered with Seeds of Hope, a horticultural and recreational community that brings new growth opportunities to adults with developmental and other disabilities as one of their corporate sponsors:
Chad has been on mission trips and to support building an 8-unit complex to be used by Honduran Pastors for retreats and sabbaticals at Campamento Caly, Asiecah, Honduras.
Lastly, Chad serves on the Finance Committee at Southern Lakes Church in Elkhorn and teach classes periodically inspired by the book, I Was Broke Now I’m Not by Joseph Sangl to guide people to a “Full Funded Life Biblically”.
Chad is a member of Gideons: Founded by two traveling salesmen from Janesville and Beloit, WI in 1899 to deliver Bibles to hotels, etc.; however, it was never just about Scripture distribution, but to win others for the Christ. The primary focus is related to who a man is before God and the strength and power of this testimony for Christ.
