Chuck Sabadie | Retirement Shield Asset Protector
Chuck has been in the financial services industry for over 40 years. He has been assisting educators in the New Orleans area with retirement planning for over 30 years. Chuck's forte has always been listening to the people he works with and identifying strategies that specifically work for them.
Chuck has specialized in educating Louisiana K-12 personnel on the benefits of their pension system, DROP, and 403(b) savings opportunities, He is master teacher in the financial services industry, and his seminars are among the most popular and most universally respected in the field. Chuck is the author of "5-7 Steps to Financial Peace" and is the developer of numerous proprietary financial services software programs.
In addition to his work with local educators, Chuck has been involved in multiple community organizations in St. Tammany. He and his leadership Northshore team organized and implemented the Slidell Veterans Day parade. Chuck has remained involved with local veterans' groups, including traveling as a chaperone on an Honor Air flight, hosting veterans' hanger dance, ad assisting with the most recent Louisiana Veterans Festival in Slidell.
Whether working with clients or serving the community, Chuck aims to find solutions that will produce successful results. He looks forward to continuing his work with St. Tammany Parish School employees to improve their knowledge and understanding of the financial opportunities available to them.
What We Do For Clients
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward.
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create.
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t.
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you.