
Charles J. Hillaemail
Professional Story
BUSINESS PHILOSOPHY
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s goals such as tax savings strategies, retirement needs, investments, insurance and legacy planning. My personal goal is to become a lifetime resource for each and every client.
PRODUCTS AND SERVICES
Fixed and Variable Annuities
Charitable Giving Strategies
Disability Income Insurance
Estate Conservation Strategies
Education Funding Strategies
IRA Consolidation/Rollovers
Long-Term Care Insurance
Managed Accounts
Mortgage Protection (through life insurance and disability income insurance)
Medicare Supplement Coverage
Pension Payout Alternatives
Pension Transfer/Rollovers
Mutual Funds
Tax Sheltered Annuities, 403(b) Plans
Term Insurance
Universal Life Insurance
Variable Universal Life Insurance
Wealth Management Services
Whole Life Insurance
QUALIFICATIONS
Investment Advisor Representative
Registered to offer securities products in Wisconsin
11 Time Leaders Conference Qualifier
11 Time Qualifier of Million Dollar Round Table
Over 30 years of experience in the financial services industry
PERSONAL
Lifetime resident of Green Bay, Wisconsin
Married to my best friend, Sharon for over 32 years. Blessed with three wonderful children, Jonathan, Christine and Meagan one grandchild Madison
Hobbies include listening to music, watching and playing a variety of sports, working out, camping and gardening
ORGANIZATIONS
Member of Veterans of Foreign Wars
Member of American Veterans
Former President of Bethel Lutheran Church
Retired Major United States Army Reserve.
Served on active duty during Operation Desert Shield and Storm
Served as Presidential Guard at Camp David, Maryland while on active duty in United States Marine CorpLanguages:
- English
Credentials:
- LUTCF®
Specialties:
- Insurance Strategies
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