Charles “Jack” Frost is a respected financial educator and advisor as well as a retirement coach in Texas, New Mexico and Oregon. He is Series 65 licensed and an advisor for the Big State Financial team. For more than twenty-five years, Jack has helped hundreds of people across the U.S. with tax and retirement solutions. In 1988, Jack became “semi-retired” from a thirteen year career with the IRS as a Revenue Officer, Group Manager and Program Analyst. In the last several years, Jack has been helping boomers and seniors avoid many financial problems through safe asset allocation and achieve their goals by providing long-term planning advice on investing, insurance, taxes, retirement, estates and next generation wealth transfer. His main goal is to help clients plan their retirement finances to avoid exhausting their savings. Jack is currently working on his second book entitled Monkeys Off Our Backs. In his spare time he enjoys writing, traveling, hiking, fishing and spending time with his wife, Sylvia, and two sons, one of which is a proud University of Texas graduate.
Working with a network of highly skilled professionals in Texas, Oregon, Washington, Illinois, Georgia and Tennessee he is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his clients’ lives.