“Meeting with Chuck is an incredibly valuable use of your time! I was really confused by my finances and what I needed to do to be prepared for retirement. He helped me go through all my accounts and figure things out. We’ve made a sound plan for moving forward, and a weight has been lifted off my chest. If you’re unsure about your financial situation, then you shouldn’t hesitate to do a session! I look forward to working with him again in the future and will definitely be recommending him to all my friends.”
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