Charles Shaw is a prominent financial professional in the Colorado Springs area. As an Investment Advisor Representative, Chuck helps his clients reduce their tax exposure, structure their assets for a lifetime income and protect their estate for future generations. Chuck is uniquely qualified to provide both financial and insurance services and has hosted numerous free education workshops to improve the financial position of his clients. He has a weekly radio program that airs on KRDO, KZNT and KVOR radio on the week-ends.

He is a member of the National Ethics Bureau and adheres to the highest standards of fiduciary responsibility. Chuck is a member of the Senior Resource Council of Colorado Springs, which provides guidance, assistance and voluntary services for seniors in the Rocky Mountain area. He serves our local war time veterans as an Accredited Agent of the Veteran’s Administration and works to help the vet understand and qualify for the Aid and Assistance Pension Benefits through the VA.

As a Fee Based Investment Advisor, Chuck utilizes a team of financial experts to provide the following:

• Plans that allow clients to extract 100’s of thousands dollars from their IRA without TAXES
• Completely eliminate future TAXES on your retirement plans
• Assist Veterans and Widows get 10’s of thousands of dollars in TAX FREE unexpected benefits
• Guaranteed Income for Life that continues to grow throughout retirement
• Efficient estate transfer to your family that saves 100’s of thousands of dollars in TAXES
• Investment strategies that grow TAX FREE or TAX Deferred to maximize growth potential

Active in his community and a past guest on the Chuck Baker, Mike Rosen and Ted Robinson radio programs, Chuck continually leads his clients and community to a more prosperous and secure future. Licenses held include Series 6, 7, 63, & 66 for investments, State licenses for Life & Annuities, Health Insurance and Variable Products.

Chuck has been happily married to his wife Paula for 40 years and has a son, two daughters and 4 grandkids. He enjoys hiking, hunting, skiing, reading and wildness camping.