“I had an initial session with Chuck about 2 years ago. He was so helpful in setting me up with a realistic budget and simple plan to meet my goals! I recently started a new job and wanted to review my retirement options with him, so we met again. He was so helpful and patient as we went through the different scenarios. You will leave your session with him feeling more knowledgeable and in control of your future. 10/10 recommend!”
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