Chad Lawyer, CFP®, RICP®, AEP®, RSSA®

Fee-Only Wealth Manager

Active

Life Strategy Partners
7400 N Oracle Rd Ste 150-409
Tucson, AZ 85704, US

520-222-9604

Average Rating: 0 stars (based on ratings)

Affiliations

Professional Profile

With over a decade of specialized experience in wealth management, Chad is uniquely positioned to cater to clients approaching retirement or already retired. His expertise lies in crafting tax-smart distribution plans, optimizing social security claiming, and seamlessly integrating proactive tax planning strategies into his clients’ retirement plans. His core belief is that true wealth is not just about how much you make but how much you keep. 

Life Strategy Partners, a fee-only wealth management firm in Tucson, AZ, is dedicated to serving clients locally and nationwide. Our comprehensive planning process is centered on your needs, aiming to enhance your financial well-being and life satisfaction. This process not only helps you clarify your values, priorities, circumstances, and aspirations but also assists you in shaping and creating your unique version of a fulfilling retirement.

Our team at Life Strategy Partners understands that each individual’s financial journey is unique. That’s why we offer two proprietary Life Plans, each tailored to suit your specific life stage:

  • The “Accumulation” Life Plan 360® is intended for individuals more than ten years from retirement and in the accumulation phase of their lives. This plan focuses on Tax-Smart Asset Location Planning, Cashflow Optimization, Goal Planning, Pro-Active Tax Planning, Employee Benefit Optimization, Asset Protection Planning, Financial Coaching, and Inheritance Income Planning.

 

  • The “Retirement” Life Plan 360® is intended for individuals within ten years of retirement or retired and in the decumulation phase of their lives. This plan focuses on Tax-Smart Distribution Planning, Cashflow Optimization, Pro-Active Tax Planning, Social Security Optimization, Philanthropic Planning, Asset Protection Planning, Legacy and Estate Planning, and Planning the Journey into Elderhood.

 

Arrange a “Quick Call” today to explore how Life Strategy Partners can support you on your life journey. This call is an opportunity for us to understand your unique circumstances and needs, and to introduce you to the ways we can assist you.

Areas of Expertise

  • CFP

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    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.

    Disclaimer: Not affiliated with the United States government. Chad Lawyer does not offer tax, or legal advice. Investment advice is offered through his firm Life Strategy Partners. Consult with your tax advisor or attorney regarding specific situations. Opinions expressed are subject to change without notice. These opinions are not intended as investment advice, nor do they predict the future performance of any product. All information provided is believed to be from reliable sources, however, we make no representation or warranty as to the accuracy of any statement. This information is intended to be educational in nature and does not provide a guarantee or a specific result. All copyrights and trademarks are the property of their respective owners. Chad Lawyer and Life Strategy Partners assume no responsibility or liability for the content of this message. The information contained herein is provided on an “as is” basis with no guarantees of completeness, accuracy, usefulness, timeliness or of the results obtained from the use of this information.