Schedule a free 30-minute introduction call

Planning for retirement can feel overwhelming, especially when you are trying to decide how and when to use the savings you have worked hard to build. At Custom Fit Financial,  I work with individuals and couples in their 50s and 60s who are preparing for or navigating retirement, typically with a total portfolio of about $2 million or less, and who want clear, practical guidance. 

I’m Chad Gammon, CFP®, RICP®, EA, founder of Custom Fit Financial LLC, a fee-only, advice-only Registered Investment Advisor based in Cedar Rapids, Iowa. You receive personalized financial planning with no commissions and no product sales, just clear, fiduciary advice focused on your goals. Whether you are in Cedar Rapids or working with me virtually in another state where I am registered or exempt from registration, the goal of this call is simple: help you understand your options and see if we’re a good fit for each other.

Who this call is for

This intro call is a good fit if you:

• Are within 10–15 years of retirement or already retired

• Have a total portfolio of roughly $2 million or less and want to keep your financial life straightforward rather than overly complex
• Want help making sense of investments, retirement income or Social Security
• Have questions about taxes, Roth vs. traditional accounts or how to draw from your savings
• Prefer straightforward, educational guidance without a sales pitch

You do not need to have everything perfectly organized before we talk. Most clients start with a few key questions and a general sense of concern about “getting it right.

What to expect in your 30-minute call

This is an informal, pressure-free conversation. During our time together, we will:

• Talk about your goals and concerns: what you’re hoping retirement looks like, what’s worrying you and what you’d like help deciding.
• Walk through how Custom Fit Financial works: I’ll explain my fiduciary, fee-only, advice-only approach and how one-time or ongoing planning can be structured around your situation.
• Outline possible next steps: if it seems like a good fit, I’ll share how we could work together. If not, I’ll do my best to point you toward helpful resources or other options.

How we meet

Custom Fit Financial is a virtual practice, so our meetings are held online for your convenience. This makes it easy to connect whether you’re in Cedar Rapids, elsewhere in Iowa, or in another state where I’m permitted to work.

There is no obligation to move forward. You will not be added to a pushy sales list or receive unwanted calls.

Ready to get started?

Use the scheduler below to book your free 30-minute introductory call at a time that works for you.

If you don’t see a time that fits, feel free to reach out through the contact page and we’ll find an alternative.