Stewart A Charles
Wealth Management Advisor|CFP®, ChFC®
The right products and services to fit your needs.
As a Northwestern Mutual financial professional, I have access to a wide range of financial planning options designed to reinforce each other and make sure your plan can work its hardest for you.
Fee-Based Planning
Engagement | At your initial consultation, we’ll seek to understand how you define a prosperous life and learn about your unique story. With your help, we will put together the pieces of your story and begin building your strategic financial plan. Rather than just focusing on one or two areas of your financial life; we address the whole picture and every moving part. After we review your plan, you may hire us to help set your plan in motion with thoughtfully integrated tools to keep you moving toward your goals.
Duration of engagement | This would be finite or ongoing. Our financial planning process can last anywhere from 2 weeks to 1 year depending on the intricacy of a household’s situation.
Compensation | The planning fee will be determined by the complexity of your circumstances and the number of planning areas needing attention. The planning fee is due at the beginning of the engagement when we begin collecting data. You will have the choice of implementing and executing the plan yourself or with my team.
Investments: invest in your best life.
With more ways to invest than ever before, it can be hard to make sure your money is working its hardest for you. We focus on long-term investment strategies to give you more confidence and help make sure that the growth potential and management of your money isn't left to chance.
Retirement Solutions: income you can rely on.
With fewer companies offering pensions and the future of Social Security uncertain, it's more important than ever to have a comprehensive plan. We have a range of options to help you enjoy every day of your retirement years.
Life insurance: protect you and your loved ones.
You've worked hard to build a life you enjoy with the people you love, let's make sure you protect it. We'll work together to figure out how life insurance can meet your needs. Here are a range of options you can consider to fit your needs:
Disability income: protection for your earning power.
Your ability to earn a living is likely the most important financial asset you have. Depending on the type of job you have (or business you own), we have a solution.