Chad Backes

WORK HISTORY

EDUCATION

ABOUT CHAD BACKES

I specialize in helping individuals, families and small business owners improve their finances, plan for retirement and lease a legacy.My goal is to earn your trust to become your financial advisor and provide honest, comprehensive advice for you and your family. I am always open to meet with new clients and get to know them better. I strive to simplify the investment planning process for my clients, but also remain very transparent about what to expect.Please call me today at 92••••••00I believe that my role is at the center of a broader professional network. To that end, I either provide or facilitate all services to support my clients. Among the services that I offer are:• Retirement Planning• Income Planning• Investment Consulting• Estate Planning Strategies • Education Planning• Debt Management Strategies• Asset Protection, Insurance, Critical Illness• Life Insurance• Long Term Care Insurance• Disability Insurance• Business Succession Planning• Trusts and Charitable Giving• Tax Planning Strategies • Multi-generational Financial Planning ServicesSecurities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to \'Contact and Personal Info\' section above. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured deposits and are not FDIC insured. These products are not obligations of the and are not endorsed recommended or guaranteed by or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed and loss of principal is possible. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to the accuracy or completeness.For a list of states in which I am registered visit