Meet Charles
The Retirement Happiness Coach
I have been advising business owners and high-net-worth families during my entire career. I help business owners capture full value for their business when it is time to sell, whether due to retirement, permanent disability, or premature death.
I also work with employees and other executives on building a retirement fund that will enable a happy retirement. I call myself a Retirement Happiness coach.
Happiness in retirement does not just depend on the assets one accumulates. Life expectancy is increasing as medical technology discovers new ways to extend life. Many need a secure income well into their 90s. That income must increase with inflation. When I was in college, I paid 17 cents a gallon to fill my car with gas. You get the idea.
“Loyal to his clients; smart and knowledgeable; available; easy to work with; very good back-up resources. A very good choice for an advisor.”
-Wally Grant
(Business and Estate Attorney)
“Chuck has been a great asset to the Ambassador program at the Broomfield Chamber of Commerce! We can always count on him to represent the Chamber and assist us when needed.”
-Lisa Scott
(Business Co-Owner)
Our Company
The Cambridge group
Get In Touch
3217 Sweetwater Way, Sherman, TX
720-273-6769