News

Episode #1: An Introduction To Charles Welde & The CP Welde Group

February 12th, 2019

In the first edition of “Re-Engineering Your Finances” we’ll take a look at Charles’ past and explore how he got into the financial advising business. He’ll tell us how his past experiences shaped his planning philosophies and impacted the way he does business today. We’ll also tell you what to expect on future editions of the podcast.


Coming Soon – The Re-Engineering Your Finances Podcast

February 12th, 2019

Get ready for a great new podcast with Charles Welde of CP Welde Group. Each episode will cover the most important concepts facing you as you prepare for retirement and your financial future. Here’s a sneak peak of the first episode, due to release in February of 2019!


An important goal for us is trying to help

June 23rd, 2011

Our clients have many diverse estate and tax issues that they may wish to address through estate plans. Some clients wish to maximize the wealth they have built for their families, while others may wish to provide the bulk of their estates to charitable organizations. Many clients have built up large IRA and 401(k) plans, and do not want to pass on up to 75% in potential taxes on those assets to their families. No matter what your individual planning needs are, we can help you accomplish your goals for the future. In addition, an important goal for us is trying to help you significantly reduce taxes that can be incurred when you pass on your financial legacy.


Maximize the wealth they have built

June 23rd, 2011

Our clients have many diverse estate and tax issues that they may wish to address through estate plans. Some clients wish to maximize the wealth they have built for their families, while others may wish to provide the bulk of their estates to charitable organizations. Many clients have built up large IRA and 401(k) plans, and do not want to pass on up to 75% in potential taxes on those assets to their families. No matter what your individual planning needs are, we can help you accomplish your goals for the future. In addition, an important goal for us is trying to help you significantly reduce taxes that can be incurred when you pass on your financial legacy.