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 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 unique 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 introduce you to how we can assist you.
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.
