Charles R. Elhoff, Jr, Author at Southlake Financial Planner | Wealth Manager I Financial Advisor

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January 29, 2020
50th Anniversary of Financial Planning

50th Anniversary, Financial Planning Profession

Unlike most professions, the Financial Planning Profession can identify a precise founding in December 1969 when a group of financial […]
November 4, 2019

Myth Busters: Insurance

Insurance… We buy it and hope we never need it. When we need it, it’s never enough, yet when we […]
August 7, 2019
Estate Planning Say What

Estate Planning – Say What?

When we were first married an insurance agent came to the house to set up our auto and home insurance […]
June 28, 2019
It May Not Be What We Think

It May Not Be What We Think

I must confess I get very frustrated with articles, promotions and advertising. Yes I am too anal and “black and […]
June 12, 2019

Health Savings Accounts Now & In Retirement… Are You Taking Advantage?

Rising health care costs have never been greater. In 2017, estimated health care expenses for retirees had risen to over […]
May 7, 2019

Five Common Issues Business Owners Can Overcome!

Business Owners, We Can Help! Not only have business owners been a large part of my clientele throughout my career […]
March 4, 2019

Let Us Help You With Your Retirement Planning

Is retirement just around the corner or is it still years away? I have learned a lot over my career […]
November 13, 2018

Life and Disability Insurance – Really?

For over 35 years I have been licensed as an agent for Life and Health Insurance as well as a […]
November 6, 2018

A Choice – Paying for Long Term Care Insurance

Purchasing Long Term Care Insurance is a choice, plain and simple. I have found this to be somewhat gender sensitive, […]
May 31, 2018

Annuities Are Like Puppy Dogs

A friend of mine was once asked if he sold annuities, to which he answered yes. The person asking was […]