The Planning and Investment Center, Inc.

CONNECT

Address:

760 Whalers Way, Bldg. A, Suite 201
Fort Collins, CO 80525

Phone:

(970) 267-3500,Toll Free: (888) 238-4447

Fax/Other:

(970) 663-1506

Biographies

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Stephen Everett is president of The Planning & Investment Center ("The PIC"). He has over 30 years experience as a financial planner and is a member of Financial Services Institute. His specialties include asset allocation based portfolio structure & retirement planning, including written financial plans and fee based portfolio management.

 

 

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Charles Landgraf is a Certified Financial Planner. (R) He has been in the financial planning industry since 1989. His specialties include fee based financial planning, retirement planning for those not yet retired and those already retired. He also provides strategies for portfolio structure, asset allocation, retirement income strategies and fee based investment management. He is a member of Financial Services Institute.