Services & Experience:
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.