About Us

Charlie and his wife, who is a health educator teaching at Hofstra University, relocated to Indian Land, South Carolina, a suburb of Charlotte, North Carolina, in 2015. They previously lived in Malverne, New York, for 32 years. Charlie had volunteered for 24 years with the Malverne Police Reserve retiring as Chief of Reserve Police. They have two daughters, one married with a small child and the other graduated from UNC Charlotte and now is a single professional living in New York City, so he is well aware of the importance of planning for future goals. He believes that developing a personal relationship with each client is key to understanding their objectives.
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Charles S. Kaufman