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Charles
O. Overbey, Jr. CFP, CPA/PFS
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Certified Financial Planner • Certified Public Accountant
• Personal Financial Specialist • |
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Charles is a professional with
over 25 years of experience providing financial services to
Individuals, Businesses, Trusts & Estates, Government
Agencies, and other Organizations
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Certified
Financial Planner |
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While
the tools, skills, and strategies may be complex when necessary,
our approach is very simple:
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| STEPS
IN THE JOURNEY |
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Plan
Your Course;
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Stay
on Track
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Avoid
Pitfalls That Can Upset Your Plan
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Reach
Your Destination
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Enjoy
the Benefits Once You Arrive
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