Retirement Income Certified Professional© Grandparents Can Depend on.

Creating a generational legacy integrates an array of family assets that includes the human capital of a family. It’s the emotional well-being of family members. If individual family members are flourishing then the family’s most important assets are growing. This particular asset is the most important part of the family legacy. A discussion of values, virtues, and vision is the cornerstone of this process.

A family’s intellectual capital is the sum total of everything each family member knows. As knowledge grows, each family member will contribute their “unique” wealth and strength to the family over the generations. Thirdly, financial capital are the assets and economic tools that can be eventually transitioned to each succeeding generation. Family members became stewards of the family assets for past, current, and future generations.

financial advisor for grandparents | Charles Nunez, RICP©

Create A Financial Safety Net For Whatever Life Throws Your Way

Charles Nunez, RICP© will help you create proven financial solutions to reduce risk, increase growth, and minimize taxes at any time in your life.

“Your story is the greatest legacy that you will leave to your friends. It’s the longest-lasting legacy you will leave to your heirs.”
— Steve Saint

Benefits of Charles Nunez, RICP© Financial Solutions


A guaranteed rate of return takes the guesswork out of your portfolio.


Reduced tax liability and increased asset protection keep your wealth in your hands.


Access your wealth when you need it, regardless of age, without penalties.


Rest easy knowing market volatility can’t touch your financial foundation.

Cash Flow

Enjoy retirement income you won’t have to worry about outliving.


Pass along wealth the same way the Rockefellers have.

What our clients have to say…