Areas of Focus
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Estate Planning
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Family and Money
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Financial Life Planning
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Investment Management
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Retirement Planning
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Social Security
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Tax-Smart Accumulation Planning
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Tax-Smart Distribution Planning
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Taxes
About Me
As a Fee-Only Wealth Manager specializing in retirees, I design tax-smart distribution plans, optimize Social Security claiming, and seamlessly integrate proactive tax planning strategies into our clients' retirement plans.
With over a decade of specialized experience in wealth management, Chad is uniquely positioned to cater to clients approaching retirement or already retired. His expertise lies in crafting tax-smart distribution plans, optimizing social security claiming, and seamlessly integrating proactive tax planning strategies into his clients' retirement plans. His core belief is that true wealth is not just about how much you make but how much you keep.
Professional Designations
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Accredited Estate Planner (AEP)
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CERTIFIED FINANCIAL PLANNER™ Professional
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Registered Social Security Analyst (RSSA)
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Retirement Income Certified Professional (RICP)
Affiliations
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AICPA Personal Financial Planning (PFP)
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CFP Board
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Fee Only Network
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Measure Twice Planners
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National Association of Personal Financial Advisors
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XY Planning Network
Primary Location
7400 N Oracle Rd, Tucson, AZ. 85704
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
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Fee Only
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One-time Financial Plan
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Percentage of Assets Managed
What to expect in the first meeting
Book Intro Call:
Our 15 minute "quick call" aims to learn a little about you and the questions you’re hoping to address. If it sounds like we can help, we will schedule a complimentary "Getting Acquainted" meeting to dive deeper into your needs.
Offers Investment Management
Yes
About our Firm
Life Strategy Partners, a fee-only wealth management firm in Tucson, AZ, is dedicated to serving clients locally and nationwide. Our comprehensive planning process is centered on your needs, aiming to enhance your financial well-being and life satisfaction. This process not only helps you clarify your values, priorities, circumstances, and aspirations but also assists you in shaping and creating your unique version of a Meaningful Retirement.
We offer two proprietary Life Plans, each tailored to suit your specific life stage:
1) The "Accumulation" Life Plan 360® is intended for individuals more than ten years from retirement and in the accumulation phase of their lives. This plan focuses on Tax-Smart Asset Location Planning, Cashflow Optimization, Goal Planning, Proactive Tax Planning, Employee Benefit Optimization, Asset Protection Planning, Financial Coaching, and Inheritance Income Planning.
2) The "Retirement" Life Plan 360® is intended for individuals within ten years of retirement or retired and in the decumulation phase of their lives. This plan focuses on Tax-Smart Distribution Planning, Cashflow Optimization, Proactive Tax Planning, Social Security Optimization, Philanthropic Planning, Asset Protection Planning, Legacy and Estate Planning, and Planning the Journey into Elderhood.
Education
Kansas State University - MS in Financial Planning (currently attending), Kansas State University - Graduate Certificate in Advanced Financial Planning, Northern Arizona University - BS in Public Management
Volunteer Experience
VITA - Tax Return Preparer
Hobbies and Interests
- Beach
- Camping
- Cooking
- Eating Out
- Family
- Gardening
- Golf
- Grilling
- Hiking
- Volunteering
- Wine
Who We Serve
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Baby Boomers
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Business Owners
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Corporate Executives
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Dual Income Family
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Entrepreneurs
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Families
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Gen X
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Healthcare Professionals
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Intergenerational Families
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Physicians