Chad J. Karl, Certified Financial Planner professional

Chad J. Karl, Certified Financial Planner professional "Creating Financial Strategies for Your Retirement Goals." I see new clients not understanding what their previous costs for investing were. Chad J.

As an independent Certified Financial Planner™ professional, we offer a boutique style financial practice with concierge style planning services including financial, retirement, tax, estate, and insurance. You have probably noticed that I don’t often ask for introductions: That’s because I never want to make you feel obligated, put you on the spot, or make you feel uncomfortable. At the same time,

given all of the turmoil over the last several years, I see some things that concern me. I see financial advisors getting paid commissions upfront and then not monitoring investments or not getting together for annual strategic planning sessions. I see other advisors not acting as a liaison with other professionals, such as tax preparers and estate planning attorneys. For these reasons, if there is anyone that you care about, that could benefit from a complimentary second set of eyes, I would be glad to help them. Chad works with you to help effectively and intelligently pursue and attain your personal financial goals. Karl has over 20 years of knowledge providing wealth management services. He will work with you to create a personalized wealth management plan and long term investment strategies to potentially help you maximize your income while potentially reducing your downside risk, minimize your taxes to ensure you can afford to maintain your lifestyle, and protect and preserve your assets while making sure you have enough money as long as you live. Chad graduated from the University of Wisconsin – Whitewater with a Bachelor’s degree in Finance/Economics. Chad is a long standing member of AARP, Wisconsin Retired Teachers Association, National Association of Insurance and Financial Advisors, Financial Planning Association, Financial Services Institute, and American Association of Long Term Care Insurance. Chad is active in the community and served on the Board of Directors for the Janesville Downtown Development Alliance and participates in the biannual downtown cleanup day, while donating trees to be planted in the downtown with each event. Chad resides in Elkhorn and has two fantastic children, Ella and Sam. When not in the office, Chad enjoys golfing, biking, boating, reading, skiing and traveling.

06/02/2026

A forgotten form can override your will.

Checking Your Portfolio Isn't the Same as Reviewing It
06/01/2026

Checking Your Portfolio Isn't the Same as Reviewing It

Nearly half of investors check their portfolio at least once a day.1Many of them aren't reviewing anything.They're refreshing a number. Watching it move. Sometimes celebrating. Sometimes panicking. But not actually evaluating whether the portfolio is built for the life they're heading into.That's a....

Happy 5.29 Day!
05/29/2026

Happy 5.29 Day!

.....Video includes:Video by Ashish Changani from PixabayVideo by Green Screen FX from PixabayVideo by Pavel Danilyuk: family-bonding-together-7883982Video b...

05/28/2026

Your Risk Number® helps you understand how much market volatility you're truly comfortable with. Discover yours in just 5 minutes.

05/26/2026

See what a century of investing history shows.

05/19/2026

History shows why comfort can come at a cost.

3 years in a row!
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3 years in a row!

05/12/2026

See what a century of history says about cash.

Address

33 E Racine Street
Janesville, WI
53545

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16087582222

Website

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