Chuck Phillipson,

Chuck has a gift for expressing the complex dynamics of financial planning in easy-to-understand terms. For example, he often compares it to a builder’s blueprint, where everything is clearly defined and at the same time adaptable.

Chuck’s successful track record in wealth management as a CERTIFIED FINANCIAL PLANNER™ professional extends beyond two decades. His extremely personable demeanor complements his unmatched professional knowledge and insight. Chuck is especially committed to helping his clients maximize the potential of their long-term care and retirement planning. Outside the office, Chuck officiates high school football and college basketball. In the summer months he competes in water ski tournaments, and enjoys spending time on the water with his wife Patty. They have a son who is a high school choir director, and a daughter who attends the University of Michigan. Chuck is also very involved in various charities, including senior care and fund-raising for schools.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER ™, CFP(with plaque design) and CFP ® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.