Charter Financial 

CLICK HERE to download a copy of Jim's current flyer:

PROTECT ALL OF YOUR ASSETS

(Note it will download, so check your download section)

Protect All of Your Assets

Live Comfortably in Retirement

"3 Items Most People Neglect"

1). Legal Documents

Are your Will, Health Care and Financial Powers of Attorney up to date and current for 2020?

2). Tax Planning

Are you aware of strategies to minimize your taxes on 401k and IRA's?

3). Aging at Home

In Colorado, 61% of Covid-19 deaths occur in Nursing Homes*. Are you aware there are strategies to avoid Nursing Homes? Some new Home Care policies can help pay your children or family members for your caregiving.

Call Jim Brown at Charter Financial Resources 720-344-5386 www.cfrusa.com

Our Firm

Charter Financial Resources is a team of talented professionals, who are uniquely qualified to help Protect your Assets, Minimize your Taxes and Maximize your Retirement Years. Attorney-CPA-Financial Managers-Aging at Home Solutions.

*"Colorado nursing homes cited", Fox 31 News. Fox, KDVR, Denver, May 13, 2020

Charter Financial Resources offers securities and Advisory Services through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Charter Financial Resources, LLC and Centaurus Financial, Inc. are not affiliated. Office of Supervisory Jurisdiction, 9335 Commerce Center St Unit B5 Highlands Ranch CO 80129. Phone: 720-344-5386, Fax: 303-683-4291

• Jim Brown, 720-344-5386    http://www.cfrusa.com/

• Avoid Nursing Homes - Get Care at Home

  New for 2020-Short Term Care-Ages 50-89

  Medicare only pays 20 days

  New Senior Solutions -New Changes

  Call Jim Brown @ Charter Financial Resources

  720-344-5386 - Get Educated Now!

       CLICK HERE for Jim's current flyer:

      PROTECT ALL OF YOUR ASSETS