About Charlotte Ghazarian

I can help you identify financial opportunities to help you reach your ultimate destination, retiring with confidence. Based on your goals, needs and budget, I can help develop a spectrum of financial solutions- including retirement income accumulation and distribution- which may include investments, insurance or annuities. I’ll also work with accountants and estate planning attorneys to help create and implement tax minimization and estate preservation strategies so you can live and leave a legacy for the people and causes that matter to you.

Helping Our Community

  • A-Lego Milwaukee Rescue Mission World Vision Heartlove Place Thrivent Action Teams