| Individuals
& Family Services |
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Charles
provides lifelong strategies and support for your Financial
Journey |
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The following
services help you plan, maintain, & protect your course
along the journey: |
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Financial
Resource Management for where you are: |
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| Day-to-day
Operational Support: |
Learning: |
| Spending
Plans |
Financial
Education |
| Planning
for Asset Purchases |
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Resource
Preservation: |
| Directional
Support for the Future: |
Tax
Preparation |
| Investment
Management Services |
Tax
Planning |
| Investment
Analysis & Recommendations |
Tax-Deferred
Exchanges |
| Risk
Analysis for threats to your future |
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| Insurance
Analysis including Life, Long-Term Care, Disability,
& Health |
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Financial
Resource Management for where you want to go: |
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Retirement
Planning
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Business
Planning
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Education
Planning
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Family
Wealth Preservation
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Investment
Planning
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Estate
Planning & Conveyance
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Special
Needs Planning |
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Financial
Resource Management for when you arrive: |
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Day-to-day
Operational Support:
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Directional
Support for the Future:
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Spending
Plans
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Multi-generational
Wealth Transfer Strategies
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Planning
for Asset Purchases
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Business
Succession Planning
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Income
& Capital Preservation Strategies
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Investment
Management Services
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Administrative
Services:
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Investment
Analysis & Recommendations
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Trustee
and Executor Services
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Risk
Analysis for threats to your lifestyle
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Estate
Administration Services
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Insurance
Analysis including Life, Long-Term Care, Disability,
& Health
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Resource
Preservation: |
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Tax
Preparation |
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| Tax
Planning |
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| Tax-Deferred
Exchanges |
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| Charles holds the following
certifications and licenses: |
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Certifications:
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Licenses: |
Certified
Financial Planner (CFP)
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Licensed
Certified Public Accountant. |
Personal
Financial Specialist (PFS)
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Licensed
Registered Investment Advisor Representative |
Certified
Specialist in Estate Planning (CSEP)
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Licensed
Life & Health Insurance Agent |
Certified
Public Accountant (CPA)
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