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.

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“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 and I have worked together and the design of client cases over the past 2 years. He is very detailed in his preparation and making sure the design of the client’s portfolio to attempt to meet the needs and overall objectives of the clients he works with.”

— Tim McCain
Business Owner

“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

This is what we do. Get in touch today.

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