Fee-Only Wealth Advisors
 in Southwest Washington

Retirees Hire Us When They're Done Guessing About
Retirement.

We help retirees and near-retirees with $1M+ make smarter financial decisions through ongoing planning, tax strategy, and investment management.

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meet with charles

✔️ You’re 60 - 70, and retired or retiring soon.

✔️ You have $1 million (or more) in retirement savings.

But, you have questions..

"How do I turn my nest egg into a paycheck?"

"How can I reduce my taxes in retirement?"

"Should I be invested differently now that I’m retired or retiring?"

I help you coordinate and organize all your financial pieces into a Clear Retirement Roadmap™:

  • Investment Portfolio

  • Tax Strategy

  • Social Security Timing

  • Estate Planning

  • Charitable Giving

  • Retirement Withdrawal Strategy

  • Coordinating advice between your accountant, estate attorney, and insurance broker.

See if we're a fit!

Charles provides ongoing financial planning and investment management and does not typically offer standalone hourly or one-time planning work.

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Visit me:

Note: Office hours are by appointment only. Please call prior to visiting.

Thank you!

 

1220 Main St, Suite 400

Vancouver, WA 98660

Vancouver Office:

 

2005 SE 192nd Ave, Suite 200

Camas, WA 98607

Camas Office:

Hours
Monday–Friday
8am–5pm

Phone
(503) 334-8796