Charles Ratliff, AIF®

"I find it personally rewarding to help plan for your financial future. It’s what drives me every day."
About Charles Ratliff, AIF®

My Purpose and Promise

Advising with Purpose My clients are successful individuals who recognize the imperative of managing their assets in a way that provides financial well-being. They are also busy people, involved in their careers and raising their families. I derive a great sense of purpose from bringing my capabilities to this functional area of their lives. I am honored to be entrusted with such an important role, so they may focus on the things that are truly important to them. My Promise to You My team and I will listen carefully to understand your specific needs and goals; the dreams you want to make happen for yourself and your children. As an Accredited Investment Fiduciaryâ (AIFâ) Designee, I bring the knowledge, tools and wealth planning components necessary to help manage your resources in an ethical manner that serves your best interests. Consistent Implementation I work with you to develop appropriate methods in which to measure your financial success. My eye is trained on every aspect of implementation, and I invest without taking on more risk than is necessary. Clients choose me for my differentiated experience, and I am energized to work with individuals who value this disciplined approach. Corporate Retirement Program Services As an extension of my practice, I partner with corporations and business owners to provide retirement program services, including support for defined benefit, defined contribution, cash balance and deferred compensation plans. I leverage J.P. Morgan's Defined Contribution Plan Consulting Services Program to help streamline and enhance retirement plan management for my 401(k) and other defined contribution plan sponsor clients. Navigating New Challenges I see my passion and focus as a distinct advantage for clients seeking skillful guidance. I welcome the opportunity to grow alongside you, and to be a partner in your success.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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