If your plans for retirement turned out to not be true, when would you want to know?

Chad J. Karl, Certified Financial Planner™ professional, Creates Financial Strategies for Your Retirement Goals to obtain a work optional confident lifestyle in retirement...

 
 

Are you getting the best life possible with the money you have?

We have an exciting tool called the ROL Index that will help you answer that question. It consists of 20 questions that are grouped into three categories: Well-Being, Progress, and Freedom. For a brief video, click the following:

 
 

 

Based on your responses, the ROL Index creates a measure of your life satisfaction. The results will have a profound effect on how you think about your financial planning and your life.

We invite you to click on the link below and take 5 minutes to complete the ROL Index and receive your FREE personalized report. You might be surprised by the results! And we’d be happy to discuss the results with you…

ROL Index

 

 

Request 401(k) Guide

What should you do with your 401(k) savings?

Your decision about what to do with your 401(k) may turn out to be one of the major financial decisions of your lifetime. That’s why I’m happy to offer this FREE digital handbook…Making a 401(k) rollover on your own can be confusing. This valuable, detailed eGuide contains information on what your options are, why some options may be better than others, and covers early withdrawal and RMD rules. Complete form below now to request this FREE eGuide.