RETIREMENT INCOME PLANNING &
LONG-TERM CARE PLANNING

Charles Stephen provides retirement services to organizations and affluent individuals.

We can protect a company or organization against a burdensome retirement obligation by investing funds wisely. At the individual level, an individual may receive a sizable sum upon retirement from a company or organization, or perhaps from the proceeds from the sale of a business. Charles Stephen can manage this money to suit the needs of the individual. We can also assist higher-income individuals accrue retirement funds by managing their retirement contributions during their working life.

Charles Stephen understands that our clients, whether public or private sector entities or individuals, depend on us for long-term financial results that meet their needs and goals.

Long-Term Care

As people have extended their longevity, the question of long-term care has become increasingly important. The implications – in-home care, assisted living facilities, escalating medical considerations—all require additional funds. Therefore planning specifically for long-term care should be considered essential to any retirement program.

Charles Stephen early on recognized the growing impact of long-term care on the quality of an individual’s retirement. As a result, Charles Stephen has acquired a unique expertise in preparing the individual to meet this new challenge, from establishing a potential cost basis to finding the funds to meet those costs.