Gloria Charles

WORK HISTORY

EDUCATION

ABOUT GLORIA CHARLES

Let\'s be honest.Most professionals shaping the built environment, architects, engineers, surveyors, and land use attorneys—were never taught retirement plans can be designed for them. As a professional, you spend most of your time designing, developing, and shaping the future of cities, navigating approvals and timelines, and ensuring your firm operates efficiently and profitably.Unfortunately, with all the demands of running your projects and business, you don\'t spend nearly enough time managing your family’s finances, planning retirement income, and structuring your wealth to reduce taxes and protect what you have built.Do not wait another minute to protect what you have earned. Whether you need help securing 6-figure tax deductions, designing retirement income, or coordinating estate planning strategies, I can help you handle it all.As a former City Planner in New York, I help professionals shaping our cities secure 6-figure tax deductions and guaranteed retirement income, so they can maintain their lifestyle in retirement with confidence, and a future they can truly enjoy, with a smile.People like you come to me when they: Want to reduce taxes while building retirement savings Have outgrown 401(k), SEP, or profit-sharing plans Want 6-figure tax deductionsThe landscape has changed for firm owners and independent professionals, and my clients are tired of: Paying more in taxes than necessary Being limited by traditional retirement plans caps Relying only on market-based retirement accountsWithin just a few months of implementing the right strategy, many professionals are able to: Create 6-figure tax deductions annually Save each year in taxes Contribute beyond IRA and SEP limitsPlus, the owner(s) retirement income comes first, with contributions that may go as high as 97% directed to you.As a financial strategist, I help built environment professionals, architects, engineers, surveyors, and land use attorneys secure 6-figure tax deductions while building guaranteed retirement income using IRS-approved fully insured defined benefit pension strategies.Our services include:• Fully Insured Defined Benefit Pension Plan Design• 6-Figure Tax Deduction Strategies• Coordination with CPAs and ActuariesI’m here to help you secure 6-figure tax deductions now while building retirement income you will never outlive.If you\'d like to know how I can help, let\'s hop on a 15-minute coffee chat. My calendar: https://gloriacharles.zohobookings.com/#/Penx Call:(949) p••••••@gloriacharles.com