Contact Information

NestEgg Solutions, Inc. was founded in 2002 for the purpose of providing the most sound, professional retirement planning and guidance to clients in the West Central Florida area.  Over the years, affiliations with the finest providers of financial products and planning services has allowed NestEgg Solutions to bring its clients the highest quality personal care possible.

Chuck is dedicated to providing financial and benefit-planning services to retired and near retirement individuals.  Chuck is also one of the few specially trained advisors in Florida to assist Federal government employees.  Each person and family has different needs and it is his responsibility to help resolve these financial concerns creating a better quality of life.  Identifying solutions for specific needs and securing peace of mind for each client is of the utmost importance.

After 13 years as a commercial pilot flying airplanes and airships (or blimps as most people know them), Chuck began his career in the senior financial services industry in 1999.  He has worked at NestEgg Solutions as a manager for the last seven years, and has been instrumental in their affiliation with the Federal employee benefits program.

Since the beginning of his career, Chuck has concentrated on assisting clients achieve the peace of mind that comes from planning which avoids financial risk.  This risk includes unnecessary taxes, risky or low-returning investments and catastrophic health care costs.  Having seen scores of retirees fail to arrange their affairs to maximum advantage, Chuck joined a national organization of like-minded planning professionals.  The group's mission of "Providing Client Independence, Peace of Mind and Choices" matches his planning objectives for his clients.  By utilizing the resources of NestEgg Solutions to provide the best solutions for his clients, he wishes to create a solid foundation for a long-term relationship.

Offering Advice Since

1999

Areas of Specialty

Retirement planning 
Insurance
Long-term and elder care
Federal employee benefits 

Licenses, Certifications, Education, and Affiliations

Insurance Licenses:  Life, Health & Variable Annuity  
Associations & Affiliations:  Federal Benefits Educators

Charges to Clients for Services

Commissions on insurance products purchased 
Commissions and/or loads for investment products purchased
Free consultations  

My Association with the Office or Firm

Independent Contractor 

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