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Chad Lawyer (AEP®, CFP®, RICP®, RSSA®)

Chad Lawyer focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Chad offers extensive expertise in Tax-Smart Distribution Planning, Proactive Tax Planning, Social Security Optimization, Philanthropic Planning, Legacy and Estate Planning, and preparing for the journey into Elderhood. With his guidance, you can ensure a financially secure future while maximizing your benefits and leaving a lasting legacy.

Additional Information

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.
    Chad is deeply committed to positively impacting his clients' lives and assisting them in confidently navigating their financial decisions and life transitions. He finds great satisfaction in developing strong personal connections with each client.
      When he's not working, Chad loves to do things that bring him joy and relaxation. He's a big fan of golfing, hiking, cooking, and really enjoys preparing delicious meals for his friends and family. He's also passionate about gardening and traveling, especially to Mexico with his family. He's all about nature and the different culinary styles found in various regions of Mexico. Oh, and just so you know, his Taco Saturdays are amazing, and the salsa verde is incredibly addictive!

NAPFA Start Date

October 15, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

6340 N Campbell Ave. Suite 270 Tucson, AZ 85718 Phone: (520) 222-9604
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