Every plan is different. Here is who we help build one.
You do not need to fit a mold to work with Chad. But there are a few groups he understands especially well, because he has spent years in the room with them.
Chad's practice grew out of the Pacific Northwest, and it shows. He understands the unique financial considerations many Boeing employees face, is well-versed in Washington's public employee pension systems, and is personally invested in helping families navigate special needs planning.Whichever describes you, or none of them exactly, the starting point is the same conversation.
Pension or lump sum, retiree medical, 401(k) timing. Years of working almost exclusively with Boeing employees and retirees in the Seattle-Tacoma area.
Special needs trusts, guardianship, and government benefits like SSI and Medicaid. This is personal to Chad.
PERS, SERS, TRS, and deferred compensation plans for state and local government employees, including police, fire, and parks and recreation workers.
If you are 50 to 65 or already retired and want a clear answer on where you stand, this is the conversation to have.
Don't see yourself above? Reach out anyway.
Every plan is different. Yours does not have to fit a category to get started.