Charlie Grugel is a 1999 graduate of the University of Wisconsin - Stevens Point with a Bachelor of Science degree in Business Administration and a minor in Economics. He holds his Series 7 and 66, along with his Life/Health Insurance licenses. Charlie's practice concentrates on retirement planning and asset accumulation, with the goal of the most flexible and most ideal wealth distribution options during retirement. His clients typically include professionals, business owners, and even clients already in retirement looking to maximize wealth distribution.
Charlie’s work with his clients focuses on coordination of 401k or 403b plans, insurance needs, investment tax strategies, risk management, and personal retirement plans.