Charter Financial Group

About Us

MEDICARE PLANNING
With baby boomers getting closer to the age of 65, the need for Medicare education increases
as well. Charter Financial is here to guide you through the planning and the application process
for Medicare. Everyone’s situation is different and unique- from medications to being covered by
their spouse’s health insurance. We are here to help you make sense of Medicare and help you
find the plan that is right for you.

INSURANCE SOLUTIONS
At Charter Financial, we believe that a strong foundation to a financial plan is to protect the assets that you already have. They can be protected through Life Insurance, Final Expense
Insurance, and Long-Term Care Insurance. We work with many insurance carriers to make sure that your individual needs are covered.

FINANCIAL & RETIREMENT PLANNING
Life is changing constantly, and as you approach retirement so should your financial plans. Charter Financial will partner with you to create the right plan. We help define and execute your financial goals and will conduct the follow up needed to help you succeed.

RETIREMENT INCOME MANAGEMENT
At Charter Financial, we make sure that we develop investment strategies that best fit your individual lifestyle. We believe in “Age-Appropriate” investing and work well for those who are looking for growth, income, and preservation of capital. The bottom line is that we will manage your portfolio by making decisions on investment mix, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance.

Highlights