Chad Stuckey: Financial Representative

Chad Stuckey: Financial Representative CORE Advisory Solutions focuses on developing strategies to meet the concerns and needs of our clients with the use of insurance and investment products.

Chad is a financial professional who specializes in serving physicians, agriculture, and small business markets. He began his career in the financial services industry in 2000, joined Principal Financial Group® in 2006 and later established CORE Advisory Solutions in 2018. At CORE we provide comprehensive and innovative solutions to small business owners designed to help them protect their busines

s, their employees, and their personal lifestyles. Chad graduated from Heidelberg College in Tiffin, Ohio with a bachelor’s degree in business administration and computer information systems. He currently resides in Powell, Ohio with his wife Kim, daughters Rylie and Avery, and son Peyton.

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At CORE Advisory Solutions, it is our goal to help you understand the opportunities and potential rewards that are avail...
11/01/2022

At CORE Advisory Solutions, it is our goal to help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation today.

financial planning services

How did you and countless other small businesses make it through these volatile times, and what strategies can you rely ...
10/27/2022

How did you and countless other small businesses make it through these volatile times, and what strategies can you rely on going forward?

Your employees notice if you respond to positive feedback but ignore concerns.
10/25/2022

Your employees notice if you respond to positive feedback but ignore concerns.

Your employee communications can help everyone—in person, hybrid, remote—reduce stress, boost productivity, and connect.

Principal research found that employees say feeling valued and receiving improved benefits are among the best ways to re...
10/20/2022

Principal research found that employees say feeling valued and receiving improved benefits are among the best ways to retain or recruit them, right behind increased/competitive salaries.

You can create a just-right benefits package for your employees and your business that balances their needs and wants with your budget.

We are here to help you pursue your life goals through the management of your resources. Whether those goals are buying ...
10/18/2022

We are here to help you pursue your life goals through the management of your resources. Whether those goals are buying a home, saving for your child's education, planning for retirement, or leaving a legacy - we can help.

financial planning services

Smart moves to attract and retain the best employees – across any industry or business size.
10/13/2022

Smart moves to attract and retain the best employees – across any industry or business size.

Affording benefits.

The latest insight from the Principal Financial Well-Being℠ shows that businesses report overall stability – but rising ...
10/11/2022

The latest insight from the Principal Financial Well-Being℠ shows that businesses report overall stability – but rising health care costs and operating expenses are on their minds and high inflation and forecasts of a recession. See how they’re dealing.

Businesses report overall stability—but rising health care costs and operating expenses are on their minds amid high inflation and forecasts of a recession. See how they’re dealing.

There’s a lot of talk about recession in the news. Our monthly recap for individual investors covers what exactly a rece...
10/06/2022

There’s a lot of talk about recession in the news. Our monthly recap for individual investors covers what exactly a recession is, how every downturn is different, and how to prepare.

Accepting uncertainty and digging deep for patience may help you navigate the continually changing economy in 2022.

We also specialize in the Medical Professionals field, whether it would be to protect your income, your business expense...
09/29/2022

We also specialize in the Medical Professionals field, whether it would be to protect your income, your business expenses, or even your retirement savings, we can assist you in finding the product appropriate for your specific situation. Contact us today:

financial planning services

I thought this story was really impactful. Watch how business owner Scott Young’s foresight and planning protected his f...
09/27/2022

I thought this story was really impactful. Watch how business owner Scott Young’s foresight and planning protected his family when tragedy struck.

Scott Young liked to dream big, but he also kept those dreams grounded in reality. He had the foresight to insure both his “families”—at home and at his small business. When a paddle-boarding accident took his life, both were taken care of financially.

From helping with business succession to funding retirement, individual life insurance can have more benefits than you m...
09/22/2022

From helping with business succession to funding retirement, individual life insurance can have more benefits than you might think.

Address

5600 Blazer Parkway Suite 200
Dublin, OH
43017

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