Retirement Income Certified Professional© Newly Married Couples Can Depend On.

Time is a friend of newly marrieds and their children. Beginning to learn and teach the concepts of human, intellectual, and financial assets during these years will begin the prosperity habits. These habits will provide a jump start for generational success in passing on the legacy of the family. Early adoption of the family vision will offer opportunities to enhance the family mission. It’s never too soon to begin.

financial planner for families | 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.

“All good men and women must take responsibility to create legacies that will take the next generation to a level we could only imagine.”
— Jim Rohn

Benefits of Charles Nunez, RICP© Financial Solutions

Certainty

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

Control

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

Liquidity

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

Protection

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

Cash Flow

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

Legacy

Pass along wealth the same way the Rockefellers have.

What our clients have to say…