Chad  Lawyer,  CFP<sup>&reg;</sup> - Financial Advisor

Chad Lawyer, CFP®

RICP®, AEP®

Wealth Manager

Life Strategy Partners

7400 N Oracle Rd Suite 150-409
Tucson, AZ 85704
FINANCIAL ADVISOR'S WEBSITE
(520) 222-9604

General

Chad Lawyer is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Life Strategy Partners in Tucson, AZ and the surrounding communities.

Financial Advisor Overview

Life Strategy Partners is a fee-only wealth management firm located in Tucson, Arizona, which specializes in working with clients that are within 10 years of retirement or retired. This allows us to tailor our services and expertise to the unique needs of retirees. At L|S|P, we have developed our Life Plan 360® approach to wealth management to help build your framework for a meaningful retirement.

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Financial Advisor Experience

Chad specializes in helping clients make the transition into retirement as effortlessly as possible. He has refined his skills specifically to work with clients within 10 years of retirement, which has allowed him to become an expert at creating tax-efficient retirement strategies. As the saying goes "it's not about how much you make but how much you keep".

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Medical & Health Issues

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