“Retirement” is no longer about stepping back—it’s about stepping into a Second Life

With Americans living longer and facing increasingly intricate financial and emotional challenges, the traditional approaches to retirement planning have become insufficient. To truly thrive in this evolving phase of life, retirees need a “Second Life Architect”—a professional who merges the technical expertise of a Financial Advisor with the holistic vision of a Business Coach.

Only 20% of Americans Have a Solid Plan

Among that small minority, 96% express confidence in having sufficient retirement income.

Meet the “Second Life Architects”

  • Licensed Insurance Agent and Business Coach

  • Three plus decades of coaching top-tier executives globally

  • Author of the acclaimed book Heretics to Heroes, A Memoir on Modern Leadership

  • Licensed Financial Advisor and Insurance Agent

  • Graduated Summa Cum Laude from Concordia University, Texas

  • Creator of the Second Life Planning Strategy

Charlie and Cort, alongside Cort’s son-in-law and Charlie’s sister, Trent and Katy Reynolds, are the founders of Trent Reynolds Player Development (TRPD) and serve as dedicated coaches.

At the core of TRPD lies a mission that goes beyond the game: "Develop Great Players Into Great Men." This statement captures their commitment to enhancing athletic skills and fostering personal growth and character development in their players.

Customized Financial Strategy

(includes taking advantage of tax-efficient withdrawal strategies, minimizing risk, and optimizing Social Security benefits)

Maximized Retirement Savings

(designed to ensure that your retirement savings are optimized to support you throughout your retirement years)

Adaptability to Life’s Changes

(so you're prepared even when the unexpected occurs.)

Long-Term Relationship

(we'll be here throughout your retirement journey and supporting your family when you are gone)

By partnering with us to help develop your Second Life Plan, you’re not just preparing financially for the future; you’re taking a proactive step towards creating the retirement life you’ve always envisioned.

“Future-Proofing Your Second Life”

  • Meet with us for a chat to explore your situation and goals and see if we’re a fit.

  • Together, we'll clarify your 2nd Life vision, focusing on your future lifestyle, companions, and activities.

  • Learn and apply modern strategies to build a plan so solid you can dance on it.

  • See the magic happen as we merge your life's vision with precise mathematics.

Book a Complimentary Consultation