Charles Malsbury, CFP®, MBA ThinkPlanSave, LLC

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About Charles Malsbury, CFP®, MBA

My goal is to help my clients reach financial independence as quickly as possible.

I provide high-quality financial planning and investment management for one sensible flat fee of $6,000 per year regardless of AUM. I believe that a flat fee retainer is the most sensible and fair way to charge for my services.

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Recently Published

The Most Common Financial Mistakes

May 15, 2017

Here is a short list of the most common financial mistakes that I see people make.  If you can avoid most of these, most of the time, you will be on a great path to building wealth and financial well-being. Overspending This one is obvious.  If you spend more than you earn, you will eventually start building up debt, and...

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The Truth About Long Term Care Insurance (From an Adviser Who Doesn’t Sell Insurance)

April 28, 2017

The chance that you may need some form of long-term care during your life is much higher than the chance of your house burning down.  But does that mean that you should buy Long Term Care Insurance ? Recent figures from the U.S. Department of Health and Human Services show that nearly 70% of people turning age 65 today will...

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Should I contribute to a 401k or Roth IRA?

March 29, 2017

If you have just started your first job or a new job that offers a 401k, now is the time to kick-start your savings. It’s actually best to save in both your 401k and a Roth IRA, and here are the reasons why. The 401k Regular 401k contributions are before tax, both federal and state.  This means that you will...

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Ideal Clients

  • Approaching Retirement
  • Baby Boomers
  • Do-It-Yourselfers

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $150/mo
  • AUM: $6,000/yr regardless of AUM

 

SEC Records

States Registered

  • California

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