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About Us

After working for large national investment and insurance companies Charlie Weckman started as an independent agent in 2004. 

He simply realized more value could be provided by "going out on my own" and representing more than just one company for the important decision of which insurer is best for my clients to partner with now and in the future.  In the case of life, disability and long-term care policies requiring premium payments in some cases for a lifetime we explain the pros and cons to help you make the right decision for your needs and budget.

Charlie grew up in Springdale attending Princeton High before studying business and saxophone at Ohio University.  He lives in West Chester with his wife Sandra, son and two energetic dogs.  He keeps busy volunteering in different aspects at Faith Community United Methodist and previously served as president of his homeowners association.

Charlie is accredited by the International Foundation for Retirement Education as a Certified Retirement Counselor.

We would welcome the opportunity to discuss your needs!

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