Charles Prothro, CFP®, CLU®, ChFC®, AEP®

Wealth Management Advisor

Our Team

 


Plan Now For Your Future

For over 32 years, Charlie Prothro has been a valuable resource for individuals and institutions seeking long-term financial security because he is caring, trustworthy, and authentic.

Using an advisory and consultative approach, Charlie employs a four-step process in working with our clients:

 
  • Discovery – Achieving clarity as to vision and goals; identifying financial gaps.
  • Creative Solutions – Educating and clear thinking about solutions; making decisions and closing financial gaps.
  • Strategy Development – Implementing the solutions to achieve the desired outcome.
  • Result – Maintaining the implemented results; assuring confidence that the strategies will work over time.

What this means to you is that Charlie and his team will carefully listen to and respect  your unique situation, help you clarify your goals and objectives, and if planning recommendations are needed, make them with integrity.

The real benefit of working with Charlie and his team is that you will feel taught – not sold, better organized, and more confident in planning the financial security for current and future generations.

For the Closely-Held Business Owner
Because small business owners face different tests everyday, Charlie Prothro enjoys the opportunity to provide value. He specializes in creating business succession solutions that lead to sound conclusions.

Browse through these pages to learn more about Charlie Prothro, the team of Charles Prothro Financial, and how they work together for the best interest of their clients.

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How Will Rising Interest Rates And A Strong Dollar Affect The Markets?

In this month’s Ask The Financial Expert column, our experts are tackling real estate. Will the Fed’s recent removal of “patience” have an impact on you? Is now the time to get in to real estate investing? These questions and more are answered. Read the article now.

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You Can Fund Your Child's Education

There are many options when selecting a college. The same is true of saving for it. Discover pros, cons and tax advantages of some of the most common strategies.
Download our white paper, “Save for College with Confidence,” to learn more.

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