With more than 38 years of experience, Charlie has built a financial planning practice founded on relationships and sound professional advice. Charlie specializes in tax-efficient strategies, and he excels at helping clients plan for, and navigate, complex life transitions. Whether it's transitioning from singlehood to marriage, navigating the complexities of divorce or widowhood, adjusting from a life with no dependents to one with dependents, working through the stages of building a business to successfully selling it, moving from active work to idyllic retirement, or navigating the nuanced stages of retirement itself, Charlie is a trusted advisor, empowering clients to understand their options at every stage of life.

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