About Us

Call Us

Schedule your no-obligation appointment and review today!

Charles D’Agostino

President and Founder

Charles D’Agostino focuses on helping retirees protect their hard-earned savings. Born and raised in Baton Rouge, LA, he attended Southeastern Louisiana University where he earned a Bachelors of Science in Finance. 

Charles has been meeting the needs of his clients since 2006. He is licensed in insurance with a specialty and certification in annuities. 
Charles maintains an A+ rating with the Better Business Bureau by having complete openness and transparency with his clients and their families. As a resident of Mobile with offices in Mobile and Daphne, Charles is able to meet the needs of his clients throughout all of Mobile and Baldwin County.

Charles spends most of his spare time hunting, fishing, relaxing on the beach, and cheering on the Saints!

Reach out to Charles today or meet him at one of his upcoming seminars. 

Amy Baughman

Amy Baughman has over 20 years of experience working in the financial industry.  She was raised in Mobile, AL and is a graduate of the University of South Alabama with a Bachelor of Science in Finance. Amy lives in Daphne, AL with her dog, Smalls. She enjoys volunteering in the community, hiking with Smalls, kayaking, biking and spending time with her family and friends.

Yes, I would like a no-cost, no-obligation, discovery meeting!

Let’s get started planning for the retirement you deserve.

Scroll to Top