End-of-Year Financial Checklist 2018

End-of-Year Financial Checklist 2018

As we near the end of another year it is always wise to review your financial situation.  Leading Edge has created a checklist to help you evaluate your progress, maximize opportunities and set goals for the coming year.  Our checklist covers: 401(k)sIRA,...

Charlie Mattingly

Charlie earned his Bachelor of Science degree in Mechanical Engineering from the University of Tennessee. He then entered the United States Air Force where he served for ten years as an officer and F-16 fighter pilot. After his ten years in the Air Force, Charlie wanted to begin a new career helping others understand and thrive in personal finance so he earned his Master of Business Administration in Financial Planning from California Lutheran University. Charlie also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional designation in 2012. His prior life and work experiences as an Air Force officer and pilot have helped him understand the discipline, knowledge and leadership it takes to be an effective financial advisor for his clients.