Chadwick Financial

Chad W. Golseth is a 20-year veteran financial advisor and former branch manager at two major brokerage firms. He holds a state-regulated license to sell insurance products as well as several securities licenses to provide investment products and services. Chad advises his clients on many financial topics, such as how to help them reduce taxes, div... ersify their portfolios using asset allocation models to minimize risk, create more retirement income and maximize Social Security benefits. Chad is dedicated to helping provide a strong financial future for his clients and proud to offer exceptional customer service while creating unique financial plans. He and his wife Maria live in Colleyville, Texas and have five children, two dogs, and horses to keep them busy all year round. Chad is a registered representative with World Equity Group, Inc. (WEG), Member FINRA / SIPC , which allows him to offer securities through WEG, Inc. He is also an Investment Advisory representative with Retirement Wealth Adviosrs, Inc. which allows him to offer investment advice or manage investments for a fee. At Chadwick Financial, we focus on the following services: We offer a selection of investment vehicles that serve to provide market participation governed by an investment policy statement. This allows for assets to systematically minimize risk when market conditions indicate the onset of excess volatility. This is the art of building an investment platform that serves to help provide lifetime income that our clients can use to get through retirement. We will evaluate your financial situation to minimize taxation while maximizing your income. This includes a variety of services and supports to meet health or personal care needs over an extended period of time. Estate planning is one of the most important steps any person can take to make sure their final property and health care wishes are honored and that loved ones are provided for in their absence. The goal of life insurance is to provide a measure of financial security for your ...Read More