About

Meet Chuck McGlinn, a seasoned professional in the financial services industry with over 30 years of experience. Chuck is not just a financial advisor, but also a trusted resource and educator for individuals, families, and business owners seeking to plan, invest, execute, and protect their savings. His ultimate goal? Assisting clients in achieving their EPIC Retirement dreams. 

Chuck understands that retirement planning involves more than just saving money. It requires a comprehensive approach encompassing insurance strategies, tax considerations, and addressing various challenges one may face along the way. With his expertise, Chuck’s mission is to educate others and empower them to make informed choices in preparing for their future.

Family is paramount in Chuck’s life. He has been happily married to Karen for over 30 years and together they have been blessed with four daughters. This dynamic has given Chuck a deep appreciation for the importance of financial security and legacy planning. He recognizes the unique needs of each client and strives to tailor financial solutions to fit their specific goals.

Reflecting on his industry experience, Chuck vividly recalls the dramatic market crash in 2008 when the stock market plummeted over 750 points in a single afternoon. Witnessing the devastating effects on individuals who lost up to 40% of their savings in mere hours, Chuck understood the impact it had on their retirement plans. Many found themselves compelled to work extra years in an attempt to recover their losses. During this challenging period, Chuck’s knowledge and guidance became invaluable to those who sought his help. Although he couldn’t reverse past losses, he was able to provide support and assist in developing proper retirement strategies moving forward.