Charles Malsbury, CFP®, MBA ThinkPlanSave, LLC

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 […]

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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 […]

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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.  […]

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Baby Boomers
  • Financial Coaching
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

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

 

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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