Chad Cartier is the President/Founder of Pillar Plan Financial and an experienced Financial Advisor of 7 Years.
Chad’s clients are couples, families and individuals that are thinking about slowing down, possibly retiring as well as those that have already retired. Chad helps his clients develop customized retirement and investment strategies they can have confidence in. Chad seeks to guide his clients by objectively evaluating the different savings, investment, and income options available to each individual situation and educating his clients on how different customizable approaches can help them achieve their retirement and financial goals. He typically helps his clients in three key areas that are usually the most overlooked and most impactful in helping create a secure retirement:
1) Social Security Retirement Benefits maximization- utilizing different claiming strategies and timing
2) Helping clients from being too aggressive or playing it too safe in regards to their investment strategies, which can cause financial strain at either the beginning or end of retirement, or both.
3) Avoid Tax planning mistakes in their retirement plan that can cause a major reduction in savings and cash flow
Chad Cartier founded Pillar Plan Financial with the vision of creating a distinguished experience of professionalism for their clients. Prior to branching out to create Pillar Plan Financial, an independent financial planning firm, Chad established himself within the Mass Mutual organization beginning in 2007 and lasting through August of 2010. The desire to provide unbiased, independent consultative services and strategies to his clients is what ultimately led to the founding of Pillar Plan Financial.