A comfortable, secure and meaningful retirement is almost everyone’s goal. Your Charpentier Wealth Strategies financial advisor can help you plan for an income stream that covers both your essential and lifestyle expenses. Your advisor will also help you to reduce vulnerability from unexpected circumstances and help you leave the legacy you desire.
What are you waiting for? Call or email us to book your complimentary first meeting today.
Retirement topics to address with an advisor:
Addressing your current employer savings and pension accounts – what to do now
Choosing and organizing your accounts
Optimizing your savings
Managing your investments
Defining your expectations
Retirement income and expenses
Common retirement risks
Let's Talk....Contact us for a consultation!
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Ohio and Wisconsin
California Insurance License #0763281
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.