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Financial Planning

Estate Planning

Insurance Planning

Financial Planning

Estate Planning

Insurance Planning

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Financial Planning

Estate Planning

Insurance Planning

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A social security checklist titled '8 Steps to Maximize Your Benefits,' including steps like creating a Social Security account, knowing full retirement age, calculating break-even points, evaluating claiming strategies, reviewing survivor benefits, assessing additional income sources, preparing necessary documents, and avoiding common mistakes. The document is branded by Chalk Money, LLC, with contact information for Jay Everett Kadlec, and a QR code to their website.

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Social Security Checklist

Download this checklist to make sure you’re getting the most from your Social Security benefits!
This document contains eight steps to maximizing your benefits as well as three common mistakes to avoid.

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Brochure titled 'Life's 4 Must Haves' with large green number 4, a clock, and sections about legal planning, including government and personal plans, and a quote about planning for the future.

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Estate Planning Info Bundle

Download this informational bundle to unlock a wealth of information!
This document contains Life’s 4 Must Haves, Do I Need a Will or Trust Quiz, My Family Tree Printout, 3 Paths Forward, Estate Planning Services, The Planning Process, Terminology, and How to Implement an Estate Plan.

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I’m excited for us to chalk out your plan!

Jay Kadlec
📞 (616) 504-6624
📥 jay@chalkmoney.com

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For those who want to learn and grow.

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Jay Kadlec, CFP®
Owner and Certified Financial Planner®
(616) 504-6624
jay@chalkmoney.com

Certified Financial Planner® (CFP®) Board ID 447990
Series 65 FINRA & SEC CRD 7047900
Accident, Health, Life, Annuity, Variable Annuity, and Long-Term Care Insurance NPN 18005247
Mortgage Loan Officer NMLS 2343444

Chalk Money LLC serves across the United States and is headquartered at
2 Fulton St W Grand Rapids, MI 49503

Consultations, advice, and group presentations are provided with the understanding that Chalk Money, LLC, its employees, representatives, officers, agents, or associates do not give legal or tax advice. Implementation and funding (transferring ownership of assets) to an estate plan is the client's responsibility. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or personalized investment, tax, or legal advice. Nothing discussed at a group presentation shall be considered specific advice. Please consult your legal advisor/tax professional regarding your specific situation.

Advisory Services are offered through Chalk Money, LLC, a DBA of Forefront Advisor Network.

Jay Kadlec is registered as an investment advisor representative. Registration as an investment advisor representative does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information that you use to determine whether to hire or retain an adviser. Past performance does not indicate future results, and there is no guarantee that investment objectives will be achieved. Investments carry risks, including the potential loss of principal.

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