Chuck values his practice of building long lasting relationships with his clients. He greatly appreciates the opportunity to help manage, achieve, and protect all of his clients’ financial goals and successes. He entered the financial planning industry and joined Focus Financial in 1999. In addition to working with his clients as a financial advisor Chuck participates in financial education seminars - complimentary worksite education provided to employers to offer to employees. He is involved in facilitating the seminars and teaches a wide variety of financial topics. Outside of work, Chuck enjoys hunting, fishing, boating, and classic cars. Most of all, he adores relaxing and traveling with his three daughters.
*Three year winner as seen in the Mpls St. Paul Magazine and Twin Cities Business.
Services
Chuck and his team are committed to delivering excellent service and advice to each individual client. This is accomplished by:
Personalized Financial Planning- Clients receive a comprehensive analysis that identifies current and future progress towards all pertinent financial goals and risk management.
Independent Solutions- As the financial analysis shows progress towards financial goals; independent solutions are gathered from the financial and insurance industry’s offerings. Ideas and strategies are then presented for consideration and implementation.
Ongoing Monitoring and Review- As a client/advisor relationship is established, it is critically important that ongoing review and monitoring take place. Financial changes occur in our lives and certainly adjustments take place in our economy and stock market. Ongoing evaluation and adjustment provide us with the greatest opportunity for maximizing efficiency and balance going forward.
Health Insurance- Given the increasing expenses of health care costs and insurance, Chuck has become a knowledgeable resource in assisting individuals and small business owners evaluate, explore, and maintain cost effective health insurance programs. These health insurance solutions include, short term, permanent, Health Savings Accounts, and Medicare supplement plans.
Asset Preservation - To help clients meet their financial goals and preserve their assets he offers insurance expertise. This includes helping individuals with life insurance, disability insurance and long-term care insurance.
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
