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Chad Rixse

Chad Rixse, CRPS®

DIRECTOR OF FINANCIAL PLANNING | WEALTH ADVISOR

E: chad@forefrontwp.com
O: (512) 617-1984
C: (512) 553-0885
F: (512) 298-1770

Are You Confused
About Your Financial Life?
We Can Help.

Navigating important financial decisions in your life can be a tricky task. There are often too many options to choose from, too much conflicting information, and too many confusing rules. We help you cut through the noise and make carving your own path to financial independence simple, fun, and anxiety-free.

Too many options to choose from
Too much conflicting information
Too many
confusing rules
Chad Rixse

What Can You Expect
Working With Us?

A successful working relationship with a wealth advisor is built entirely on trust and total freedom to be completely honest, open, and humble with each other. We create a completely judgment-free zone, and while we take the work we do incredibly seriously, we also want our time together to be fun and enjoyable. It’s very exciting and rewarding when great progress is made and goals are accomplished!

The Forefront Way

How we help you be successful through our carefully designed financial planning process.

Virtual Coffee Meeting

Understand your goals, priorities, and questions


Get to know each other


Deliverables: Asset Map & Summary of Meeting


GOAL: Are we a good fit?

Roadmap

45-minute Get Organized Meeting


90-minute Financial Independence Meeting


Deliverables: Financial Independence Plan


GOAL: Understand your money and options

Achieve

2-week, 4-week, and 8-week follow ups


Access to Forfront Team anytime you need


Deliverables: Proactive Updates


GOAL: Implement and achieve your goals

Reviews

2x Financial Update Meetings per year


2-week, 4-week, and 8-week follow ups


Deliverables: Updated Financial Independence Plan


GOAL: Keep you on track and be proactive

The 3DX™ Investment Approach

We apply these three simple, powerful Disciplines to bring the X-factor, better outcomes for clients, to every relationship.

3DX

See Chad’s Financial Insights In

Empowering you from the Start and at Every
Curve, Pivot, and Challenge on your Journey

Chad Rixse

Foundational

Goals-Based Planning
Budget/Cash Flow Planning
Debt Management
Retirement Planning
Chad Rixse

Building

Employee Benefits Optimization
Risk Management
Tax Optimization
Investment Analysis & Management
Chad Rixse

Legacy

Estate Planning
Insurance
College Savings
Business Succession & Exit Planning

Ready to Get Started?

Finding your path to financial freedom is only one click away. Schedule a free coffee meeting with me to see how Forefront can help. We’ll meet wherever is convenient for you, whether that’s our Anchorage office in midtown, over Zoom, or at another place of your choosing. I look forward to connecting with you!

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