top of page
Home: Testimonial

My name is Charles Walt Wilson, I’m a retirement strategist with five decades of experience.  You can use my vast experience to discover retirement strategies that will empower you as an individual or a business owner to overcome the what if’s that causes you uncertainty. 

Home: Service

Join hundreds of other satisfied clients to gain the confidence and personal-growth tools you need for success. The ability to reach your goals depends on the choices you make today. This book provides insight on effective tax strategies. Free Flip Book at, or download a PDF Copy.

I was recently featured on Influential Entrepreneurs. Listen to the interview by clicking on link or scan the QR-Code and listen.

Scan QR-Code and Listen To Interview


If you decide to use Private Pension by Design, understand the number of past sacrifices I have experienced to provide you with valuable resources.

Below is a story that illustrates my point!

A giant ship's engine broke down and no one could repair it, so they hired a Mechanical Engineer with over 30 years of experience.

He inspected the engine very carefully, from top to bottom. After seeing everything, the engineer unloaded his bag and pulled out a small hammer.

He knocked something gently. Soon, the engine came to life again. The engine has been fixed!

A week later the engineer mentioned to the ship owner that the total cost of repairing the giant ship was $20,000.

"What?!" said the owner.

"You did almost nothing. Give us a detailed bill."

The answer is simple:

Tap with a hammer: $2.

Know where to knock and how much to knock: $19,998.

Understand the importance of appreciating one's expertise and experience...because those are the results of struggles, experiments and even tears.  If I provide you valuable resources, it's because I spent 50 years learning how to do that. You are getting years of experience in the financial services industry at no cost. There is a difference between a novice and an expert and that is experience!

Click on, and schedule a Free 30 Minute Discovery Discussion By Using Our Scheduling Calendar.

Home: Homepage_about
Home: Contact
Home: Blog2_Custom_Feed_Widget
bottom of page