With considerable experience in retirement planning, Chuck can help you decipher your profit sharing plan, 401(k) plan, SEP plan or Simple IRA. He is adept at helping clients develop sophisticated retirement plans specific to their individual goals and objectives. Chuck is an experienced investment adviser and CERTIFIED FINANCIAL PLANNER™ practitioner with over 30 years of experience. He helped develop the CTS Consolidated Asset Management Program (CAMP), which currently has more than $200 million under management and is one of four portfolio managers who make the asset allocation and investment decisions for this program. His knowledge and perspectives on education planning have helped n