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For over 25 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:
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- 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.
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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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