Schlichter Financial Services

Charlie Schlichter

Hello, and welcome to my web site. I am a financial professional for AXA Advisors, LLC. Wanting to help people is what first attracted me to the financial services industry, and that is what has kept me going throughout my career.

I work to help clients protect themselves, their families and their businesses from the unexpected turns life often takes, and to help guide them toward a solid financial future.

Whether you are interested in protection for your family, education funding for your children, a secure retirement or the growth of your business, I want to help you achieve your goals by designing a financial strategy specific to your needs.

If I can be of assistance to you, your family or your business in helping to make any financial goal a reality, please contact me.

 

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators →

Don't Let a Disability Cripple Your Family's Finances

One way to help protect against the financial ruin that a disability can bring is through disability income insurance.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Ready or Not, You're Retired!

In 2009, 47% of retirees left the workforce earlier than they expected.

Estate Conservation You Can Trust

Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

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