Chad Lawyer, CFP®, RICP®, AEP®, RSSA®
Fee-Only Wealth Manager
Life Strategy Partners
6340 N Campbell Ave Ste 270
Tucson, AZ 85718, US
Affiliations
Professional Details
Your Financial Journey Deserves a Strategy as Unique as You Are
Life isn’t one-size-fits-all—and neither should your financial plan be. We’ve crafted three distinct Life Plan 360 strategies, each precisely engineered for where you are today and where you’re headed tomorrow.
Life Plan 360 for Accumulators:
For professionals more than 10 years from retirement.
This service is designed for high-earning professionals in their prime earning years who want to maximize wealth-building opportunities. The focus is on comprehensive financial optimization beyond just investment management.
Life Plan 360 for Pre-Retirees:
For those within 10 years of retirement.
This service helps professionals navigate the critical transition period from wealth accumulation to retirement preparation, ensuring they don’t miss key optimization opportunities.
Life Plan 360 for Retirees:
For those already in retirement.
This service provides ongoing support for retirees to balance enjoying their earned lifestyle while ensuring resources last a lifetime through strategic distribution and preservation.
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 introduce you to how we can assist you.
Areas of Expertise
- CFP
- Wealth Manager
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’re entitled to.
$111,000 Average 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.
