Chad Elfe
State(s) Licensed: MI, MN, MO, SD, TX, WI
2301 Riverside Dr Suite 5
Green Bay, WI 54301
State(s) Licensed: MI, MN, MO, SD, TX, WI
Let's Change Your Future Today!
Whether it's to protect your family, growing your business, or that vacation home up north, everyone has goals! Often reaching those goals can get frustrating or even overwhelming. Driven by your life goals and values I love to help people create a road map to achieving their goals by providing clarity on where they are at, overcoming the obstacles and facing any confusion head on. We know that the right guidance can help you achieve your dreams! I bring a listening ear, knowledge, experience, and the drive to see you succeed.
I specialize in helping people be more secure in areas of:
- Tax efficient and Charitable Giving
- Debt Reduction
- Planning for future purchases
- Answering the question "How much insurance do I need?
- Retirement income planning
- Investment management
- College planning
- Business planning
- Wealth Management
- Protecting loved ones against the impact of extended care, death, and disability
- Creative financial strategies
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Location
Green Bay Office
- Phone:
- 920-297-0711
Hours
Monday - Thursday: 9 a.m. – 5 p.m.
Friday: 9 a.m - 2 p.m.