Charter Financial Group

Solutions to Protect You and Your Family and Preserve Your Financial Future

At Charter Financial Group we focus on guiding people from all walks of life as they navigate through the many aspects of retirement and estate planning. We understand the unique and specific needs of those 55 and older in our communities, and have a true awareness of what may keep you awake at night. We’re in the business of providing guidance so you can have the peace of mind you seek for you and your family.

¡Nosotros hablamos Español! Nós falamos Português!

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Medicare Options to Fit Your Needs

Confused About Medicare Plans?
Want to Understand Your Options?
Need Guidance on Managing Health Care Expenses?

Medicare doesn’t cover all of your health care costs. Whether you want a Medicare Supplement plan to cover out-of-pocket expenses, a Medicare Advantage plan with added benefits and services, or prescription drug coverage, Charter Financial will work with you to find the best available solution.

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How We Can Help You Today

No matter your income level, if you’re within 10 years of retirement or getting ready to retire, our comprehensive financial planning strategies can effectively help you manage unexpected health care costs, protect your assets from market risk, and transition your estate to your loved ones the way you would want after you’ve passed on.

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Are Your Savings and Investments Protected
from These Financial Risks?

Health care costs are among the largest expense for retirees if they haven’t planned for extended nursing, or nursing home care. Market risk poses another threat to your hard-earned nest egg. And the lack of a tax-efficient estate plan means state law takes precedence over your family and loved ones when it comes to the distribution of your assets.

Contact us now to secure your financial future and protect your family!