Financial Representative, Registered Representative, Financial Advisor
12110 Sunset Hills Road Suite 340
Reston, VA 20190
Chuck Usborne has been with First Financial Group for over 24 years and has over 35 years of experience with business owners, professionals and executives. His years of experience in the design of employment benefit programs, executive benefit programs, financial planning, and estate planning have given him a keen sense of how to develop the business owner’s financial roadmap.
A trusted and experienced financial “coach”, Chuck’s holistic approach could show you uncommon strategies you may be unaware of that have benefited many successful people. He and his team help their clients build a Financial Roadmap that spans all 3 phases of their financial life (accumulation, distribution / retirement, and legacy) and help them understand and visualize how achievable their life of wealth can be. Utilizing their uncommon knowledge and experience they educate and guide their clients through a systematic process of protection and accumulation of wealth and call it Wealth Simplified.
Chuck finds great satisfaction in helping people achieve financial certainty in an uncertain world and is inspired every day to change people's conversation about money from worry and fear to confidence and peace.
He is a member of the Association for Corporate Growth (ACG), the Alliance of Merger & Acquisition Advisors (AMAA), as well as the Small and Emerging Contractors Advisory Forum (SECAF). He was honored to be selected as one of "DC's Top Money Managers" by Washington SmartCEO.
Chuck’s an avid golfer, former competitive skier and soccer coach. He and his wife live in Ashburn, Virginia, and have two grown children and several grandchildren.
Areas of Focus:
- Business Planning
- Wealth Management
- Executive Benefits
- Personal Financial Planning
- Wealth Accumulation
- Business Succession
- Retirement Planning
- Succession Planning
- Key Person Planning
- Buy Sell Strategies
- Business and Personal Plan Integration
- Tax Mitigation Strategies
- Cash Flow Planning