Charles Walt Wilson is the sole owner of Private Pension by Design and a veteran of the United States Navy. His passion is to inform and educate individuals and businesses about alternative concepts in financial planning. He believes you should have the freedom to design a plan you control – one that offers choices about taxation, access to your funds without penalties, guarantees a reasonable return, and provides lifetime income.
Charles has over 50 years of experience in the financial services industry.
🛡️ Safe Money Certified™
🔷 Resident License: Georgia 🔷 Non-Resident Licenses: CO, NM, WY 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Indexed Annuities, Life insurance, Retirement Income Planning, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
🔷 Resident License: Georgia 🔷 Non-Resident Licenses: CO, NM, WY 🔷 E&O Coverage: Active 🔷 Experience: 10+ Years 🔷 Regulatory History: No Issues 🔷 Planning Approach: Suitability-Based 🔷 Focus Areas: Fixed Annuities, Indexed Annuities, Life insurance, Retirement Income Planning, Wealth Transfer & Legacy Planning 🔷 Fee Disclosure: Provided Upon Request | Self-Reported by Advisor | SafeMoney.com Does Not Independently Verify Credentials
