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Chae Kyle
CEO & Strategic Partner

Chae Kyle is CEO and Strategic Partner at Iron Plan Solutions Group. She holds her 2-15 Life & Health license in Florida and is also licensed in Alabama, Texas and Georgia.

Chae’s drive to help our clients achieve their goals has made her an incredible asset to the team. “My passion is to help our clients create a plan to achieve their retirement goals. This is the longest and most important vacation of their lives and I want to make it as great for them as possible,” she says.

“Being a financial advisor in the retirement space has given me a bigger understanding of the huge educational gap between the everyday-Joe trying to retire and what information is available to help them plan for retirement successfully,” Chae says. “Educating our clients is an important part of Iron Plan Solutions Group, and we strive to continue learning to stay current with this fast-paced industry.”

As Chae explains her educational process, “I am a financial advisor but I specialize in retirement planning, which includes minimizing taxes, protecting your assets and making sure you maximize your Social Security. My approach is getting to know how you feel about your money and what your goals are. I enjoy using education to help you understand what is out there in the financial world to help you achieve your objectives.”

In addition to retirement planning, Chae also offers supplemental benefits both to individuals directly as well as through employers, with products ranging from alternative health coverage, Aflac policies, LegalShield policies and Medicare supplements. This expanded offering of products and solutions has helped our clients, allowing them more options and the ability to make informed decisions throughout their working and retired lifetimes.

A strong work ethic and devotion to top-notch client service has always been part of her character. Chae joined Iron Plan Solutions after spending more than 20 years in the hospitality industry. She realized right away that Iron Plan Solutions was a very different firm. Client service is the top priority at IPS, which dovetails perfectly with her approach. “I started my career in the restaurant industry as a hostess, working my way up to become a server and ultimately, manager. I loved working with customers and building long-term relationships. In 2006 I left and opened my own catering company but had to close my business in 2009 due to the global recession of 2008. I returned to restaurant management for several years before joining IPS in 2013,” she says.

Chae has never forgotten the lessons of the global recession of 2008, when so many lost their livelihoods and retirees lost their nest eggs and had to go back to work. As she puts it, “Giving my clients peace of mind about their retirement is the most satisfying part of my career now. I want to help as many people understand and navigate the financial industry as possible, and teach them how they can achieve their goals through proper planning.”

A native of Pensacola since her family moved to Florida in 1985, Chae’s father was in the military, so she has spent a lot of time traveling and living in various parts of the world. “I’ve been many places and my family lived in Seoul, Korea and in Germany before finally settling down in Pensacola, Florida 38 years ago. I’m happy to be here in Florida.”

Chae received her associate’s degree from the University of West Florida. She has been married to Sean Kyle for over 25 years, and the couple has two wonderful grown children, Victoria and Tanis. They live in Milton, Florida, and Chae is very involved in her community helping foster children. “I am a GAL volunteer; I am for the children. I am an advocate for the child during the fostering stage.” (GAL is short for the Guardian Ad Litem Office of Florida.)

In her free time, Chae loves to read. Her literary interests include sci-fi, fantasy, fiction and historical books. Her parents and sisters live close by and they all love visiting and spending time together. Chae says, “Family is a big part of why I do what I do. I am proud of the career that I am developing because I love helping families. When we say we treat our clients like family at Iron Plan Solutions, we mean it.”

Meet the Iron Plan Team

The team at Iron Plan Solutions Group has a mission. Their mission is to “Make Work Optional” for individuals, couples, families and business owners living on the Gulf Coast. In fact, making strong commitments to our clients and building life-long relationships are the tenets of our success! Predicting the financial future is nearly impossible; however, it is possible to give yourself a better chance to succeed with a well-crafted financial plan that accounts for all possible scenarios. Our team has spent decades developing their skills designed to bring you financial strength and clarity.

Mal Mason

Founder & Chairman

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Chae Kyle

CEO & Strategic Partner

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Carl Pearson

Financial Advisor

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Allison Sanchez

Office Administrator

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Our Services

At Iron Plan Solutions, we help business owners and individuals in the U.S., especially those living on the Gulf Coast. Headquartered in Pensacola, Florida, we also spend a lot of time in Houston, Texas, and Baton Rouge, Louisiana, as well as other states. We are true fiduciaries, which means that we have chosen as a firm to place your needs first, above our own and above all else. And as such, we have multiple solutions, services and strategies which we may utilize as part of your customized plan.

  • Business Planning Services
  • Asset Leveraging
  • 401(k) Rollovers
  • IRA Consolidation
  • Retirement Planning
  • Wealth Management
  • Legacy and Estate Planning
  • Social Security Planning
  • Medicare Plans
  • Supplemental and Alternative Health Plans
  • Deferred Compensation
  • Buy Out and Exit Planning
  • Succession Planning
About Us

Iron Plan Radio Show

Our Iron Plan radio show, hosted by Mal Mason and Chae Kyle, helps provide iron-clad answers to your most pressing financial questions. Listen live on Saturdays from 9am to 10am and Sundays from 11am to noon on AM 1070 & 103.3 FM The Answer in Houston, or listen on demand anytime right here!

Iron Plan Radio Show
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8180 Pensacola Blvd, Suite 207
Pensacola, FL 32534
(850) 607-6064