Chad Lawyer
Fee-Only Wealth Manager
Life Strategy Partners
7400 N Oracle Rd Ste 150-409
Tucson, AZ 85704, US
Affiliations
Professional Profile
Having accumulated over twelve years of experience in the financial services industry, I am a dedicated and passionate wealth manager committed to delivering independent and personalized advice to my clients. As a CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Registered Social Security Analyst®, and an Accredited Estate Planner®, I possess the necessary knowledge and credentials to assist clients in navigating the intricate and constantly evolving retirement landscape.
I help clients in developing and executing our “Retirement” Life Plan 360®, a comprehensive life plan that provides personalized Tax-Smart Retirement Income Plans, Social Security Optimization Planning, Medicare Planning, Pro-Active Tax Planning, and Philanthropic Planning for families nearing retirement. With my retirement income and estate planning expertise, I offer tailored and tax-smart solutions to my clients. I work closely with skilled professionals who provide additional expertise and assistance when needed. My goal is to establish enduring and trustworthy relationships with my clients and help them achieve their version of a meaningful retirement.
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.
