Tad M. Lyle, RFC®
Tad is president of Planning Resources, Inc., a Denver-based company specializing in helping business owners and individuals achieve financial and emotional security by planning for and successfully executing the single most important financial event of their lives-the transition out of their business/profession into the next chapter of their lives. Tad has more than 28 years’ experience working with business owners and individuals. He provides services related to tax savings strategies, business exit planning, retirement design and estate planning. He is highly regarded for his creative problem-solving and big picture focus. Tad has been recognized since 2009 as a Denver area FIVE STAR* Best Wealth Manager for Business Planning by publications such as 5280 Magazine and Colorado Biz.