Charles Sheets

Financial Planner

Charlie has been in the financial service industry for over 33 years and has been with United Planners Financial Service for over 16 of those years.  He works in the variable annuity and life insurance business, and specializes in tax free income for a good portion of his retired clients.  He also does trading in mutual funds, stocks and real estate trusts through his affiliation as a registered representative of Broker/ Dealer United Planners. .  He has had an interest in financial services since he graduated from college.  Charlie is also an avid golfer and likes to spend his spare time on the golf course.

Charlie is a Registered Representative offering Securities through United Planners Financial Services and he is not registered with the RIA, Spectrum Financial Resources. He is unable to provide advisory services.

Phone 734-944-2107