Chuck has been in the financial services business for more than 35 years. Originally from Connecticut, Chuck moved to South Florida in 1982. Chuck is a Certified Estate Planner (CEP) and a Registered Financial Consultant RFC). He has a life and health insurance license and has had his own company since 1989. He specializes in a “macro-economic” planning process that educates, counsels and guides clients through the maze of financial information to help them reach their maximum financial potential.
Family trusts and wills are both solid estate planning tools that can ensure your assets are protected and will pass to heirs the way you wanted.23 September 2021