About Me
I’m Chuck, founder of Charles George Group. Before finance, I served as a firefighter/paramedic — work that taught me to stay calm under pressure, make sound decisions when the stakes are high, and be truthful even when the message is hard to hear. I’ve brought that same mindset to financial planning since 1995. Today I help pre-retirees and retirees build plans that fit their lives — straightforward, honest advice focused on growth with protection, and answering the question on everyone’s mind: “Do I have enough to retire?”
Areas of Service:
- Alabama
- California
- Florida
- Kansas
- Massachusetts
- Michigan
- Montana
- Nebraska
- Ohio
- South Carolina
- Virginia
- Wisconsin
- Tennessee
- Texas