Chad E. Vergason

Background

About Chad E. Vergason

I am a native Floridian, a business owner, a proud UCF Knight, a cat dad, an amateur photographer, an avid outdoorsman, and a CERTIFIED FINANCIAL PLANNER™.As a CERTIFIED FINANCIAL PLANNER™, I provide comprehensive financial planning designed to support my clients' financial goals—whether they are business owners or individuals seeking expert guidance. As the son of a business owner and a business owner myself, I understand the unique financial needs of business owners. I specialize in strategies that help my clients leverage their corporate retirement plans to create tax efficiencies and save tens, if not hundreds, of thousands more. In addition to my expertise in corporate retirement plans, I help business owners protect their legacy through buy/sell agreements and key person life insurance policies.While I have a passion for helping business owners navigate complex financial landscapes, I am equally committed to serving individuals with their personal financial planning needs. My areas of expertise range from wealth management and creating personalized investment portfolios, to insurance solutions, including life, disability, and long-term care.My holistic approach ensures that no matter my clients' situation, they receive personalized, thoughtful advice to help secure their financial future.It is my priority to be a trusted partner, ready to help my clients protect their present and plan for their future—whether they're managing a business or simply looking out for the welfare of their family.Investment Advisory Services Offered Through SDR Investment Management, INC.