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Your Destination for Resources & Tools to Use Throughout Retirement
Providing retirement-planning education to the local community.
Discover how to navigate through retirement planning with ease, addressing inflation, investment strategies, risk management, and efficient estate planning.
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An outcomes-based approach to retirement planning.
Chuck was featured in a recent issue of Proactive Advisor Magazine, a weekly publication that delivers the latest news and trends in active investment management.
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The Retirement GPS: How to Avoid the Roadblocks & Detours on Your Retirement Journey
The journey to retirement that used to be smooth and predictable has been changed. Changes in entitlements, government spending, and longevity are placing roadblocks in our path. If we fail to plan our way around these obstacles, our retirement journey will be one fraught with breakdowns and dead-ends. The map to a fulfilling retirement has changed. Let The Retirement GPS show you the way!
Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility
The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.
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Securities offered through Geneos Wealth Management, Inc. (Member FINRA/SIPC). Advisory Services offered through Geneos Wealth Management, Inc. a Registered Investment Advisor.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 22552 - 2023/1/6
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.