Charles Thomas (CFP®, MBA)

Charles Thomas focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Cash Flow/Budgets/Credit Issues

College/Education Planning

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Early on in our firm's history, we recognized the opportunity to assist FRS special risk individuals in navigating the complex decisions they face as they approach retirement. Clients often grapple with the choice between the Investment Plan and the Pension. While most opt for the Pension, they must now determine which pension option to select and whether to enter the DROP program. Additionally, there's the consideration of deferred compensation, commonly known as the 457 plan. Why does this factor play a critical role in your financial plan? These are everyday conversations that we are happy to guide clients through. As clients begin their retirement journey, they have inquiries about how to rollover 401(k)s, how much money they can reasonably withdraw, and the benefits of Roth Conversions. With several avenues constantly evolving, it's crucial to regularly meet to adjust to life changes and legislative updates.

Additional Information

Like many residents of South Florida, I relocated from Arkansas to enjoy the warm winters and the beauty of the state. I am a proud graduate of Southern Arkansas University, where I earned my Bachelor's degree in Finance and subsequently pursued my Master's in Business Administration, all while actively competing in college basketball. Following my graduation, I moved to South Florida to further my professional career and obtained my CERTIFIED FINANCIAL PROFESSIONAL™ certification. In my leisure time, I enjoy participating in activities such as kayaking, CrossFit training, and playing pickleball. An interesting fact about me is that I stand tall at 6'9" with a size 19 shoe, making me easily recognizable in a crowd.