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Craig Charlton, WMCP

®

550 E Swedesford Road, Suite 240
Wayne, PA 19087-1601

Phone:

(484) 654-0769

Fax:

(866) 569-4156

E-mail:

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Calculators

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Planning for the future doesn't have to be hard.

Planning for the future can seem overwhelming and complicated. But working with a financial professional whether you're close to retirement or just starting out can help. 

It all starts with a conversation to get to know you and learn more about your goals: 

Where are you today? 

I'll work to learn more about your current financial situation. 

Where do you want to be tomorrow? 

Then we'll discuss ways to meet your goals. 

How can you get there? 

Next, we put together a customized financial strategy based on your life and your needs. 

Ready to get started? 

You tell me how you'd like to move forward. And I'll help you kick-start your plan. With regular reviews, we'll monitor progress and make adjustments along the way. Let's Talk - Contact me today at (484) 654-0769 or by email at Charlton.Craig@principal.com.                                                                                

Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck