Our clients, their hopes and dreams, their current state and their ideal future are where our focus centers each and every day. This focus keeps three things perfectly clear: our client's goals, our client's plan and our conscience. When we work with a client, we're in it together. No one achieves greatness alone, which is why we work as a team to help our clients thrive.
Listening carefully to understand what our clients really want is the only way we can help them find success.
Listening carefully to understand what our clients really want is the only way we can help them find success.
Services
If you haven't heard of us, it's understandable. We've always been more interested in our clients hearing from us rather than about us, however, now is the perfect time to introduce ourselves. We are a focused partner and guide because we understand that personal investing is just that - personal. Everyone's financial situation is as unique as they are.
Chad Disbennett, CFP is a nationally-recognized Financial Educator, Author, Speaker and Retirement Income Specialist. You may have seen him in NBC, ABC, CBS and FOX network affiliates, as well as Columbus Business First, Business Courier, Wall Street Journal Market Watch, Yahoo Finance, and Wall Street Select, among others.
If you are interested in interviewing Chad for radio or TV, having him write an article, featuring him in an article, or having him speak at your group's next function, please contact us by email or phone. In April of 2019, I had the rare opportunity to spend the day masterminding with the Original Shark, Kevin Harrington, from the Emmy award winning series, Shark Tank, and 30 other co-authors.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here. Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
GO HERE to request a copy of our Exclusive Special Report, Is Now The Time to Upgrade Your Lifestyle (And Your Financial Advisor)? Join us for the next episode of Chatting with Chad, as Chad interviews Kelli Walker, CPA of Walker Accounting & Tax about the proposed tax law changes. In this episode of Chatting with Chad, Chad interviewed Medicare Specialist, Jonathan Hoop.
