Charles Pettit, Chartered Financial Consultant® is an experienced and disciplined financial professional who has spent over 25 years providing sound financial guidance to individuals, families & business owners with a wide range of financial needs. He has a unique approach in that he helps people find money they are currently transferring away unknowingly & unnecessarily by addressing the major areas of wealth transfers that we make throughout our lives such as mortgages, taxes, qualified plans, education expenses, major purchases & investment strategies. Charles believes that it makes little sense to have a million dollars saved at retirement only to discover you lost a million along the way! Through Education, Investigation, and Creation Charles will provide you the Purpose Plan Strategy for Creating, Building, and Optimizing your Wealth. Charles became an Eagle Scout in the Boy Scouts of America in 1982, graduated from High School in 1984, and immediately entered the US Army. Charles entered the financial services industry in December of 1993 while completing his military service. Charles is a 12 year Veteran of the US Army. His highly decorated military career culminated with service in the Persian Gulf War and Somalia. Upon his Honorable Discharge from the US Army, he developed a passion for helping families develop their financial strategies and developed the Purpose Plan Process. We can help educate you. Federal Employee (Feds), Veteran (Vets), Dept. of Veterans Affairs (VA), Veterans Administration, Social Security Administration (SSA), Navy, Army, Marines (USMC), DOD, Military, Service Members Government (Gov, Govt, Gov’t), Postal Carrier, Postal Worker, UPS, USPS, Air Force (US Air Force, USAF), US Navy, DOL, Dept of Defense (DOD), Federal Aviation Administration (FAA), USDA, Department of Labor (DOL), Dept. of Transportation (DOT), Dept. of Interior (DOI), National Park Service (NPS)