Chad Rudy, CFP®
Retirement Investment Advisors, Inc.
9300 John Hickman Pkwy Ste 504
Frisco, TX 75035, US
Affiliations
Professional Profile
Chad Rudy is a CERTIFIED FINANCIAL PLANNER® professional and serves as Executive Vice President for Retirement Investment Advisors, Inc. Since 2009, he has been providing comprehensive financial planning including investment review and planning, tax planning, estate planning, education funding, retirement planning, cash management, risk management, and other services to help individuals and families achieve their personal financial goals.
He received his MBA from Rice University and BBA in Finance and Management Information Systems from the University of Oklahoma. Prior to his Financial Advisory career, Chad worked for Fortune 100 companies Exxon and Compaq, was Director of Houston’s 11th largest private company, and spent eight years as owner of a software company.
Chad is a highly trained professional who is committed to working in the best interests of those he serves. His professional designations and affiliations include the National Association of Personal Financial Advisors, the DFW Chapter of the Financial Planning Association, the Fee-Only Network, and the National Association of Registered Social Security Analysts.
Chad has a long history of commitment to the community. He served as president of the Frisco Sunrise Rotary, is a graduate of Leadership Frisco, and volunteered as a head coach for his daughters’ basketball teams. In 2015, Chad was elected to the Frisco Independent School District Board of Trustees where he served for seven years. For two of those years, he was selected by his colleagues to serve as Board President.
Areas of Expertise
- CFP
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
