Charles E Madison Email & Phone Number

As a Financial Advisor, I help individuals, couples and families grow their assets for the long term. I take this mission very seriously and work closely with my clients in order to recommend the appropriate products and services to help achieve their unique goals. I have the skills, knowledge and experience to match your investment portfolio with your risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect your assets. I also conduct Financial Literacy Presentations to educators and staff for multiple school districts in the Greater Phoenix Area, to help with understanding retirement plan options. • Build a comprehensive retirement income plan thataddresses income needs and other financial goals.• Choose the optimal retirement age.• Plan for the risks faced in retirement like the uncertainties of lifeexpectancy, inflation, health status, and investment climate.• Make client specific decisions about how to generate incomefrom retirement assets.• Plan for the consequences of frailty later in life including long-termcare needs, and other needs due to physical and mental decline.• Consider ways to improve a plan through taking advantage oftax savings plans and other tax considerations.

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  Mizzou

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