Your Retirement, Simplified Secured Personalized
Expert Medicare, Life Insurance, and Retirement Planning Tailored for Your Peace of Mind.
Your Retirement, Simplified Secured Personalized
Expert Medicare, Life Insurance, and Retirement Income Planning Tailored for Your Peace of Mind.
our services
Solutions For A Secure Retirement
Medicare
Simplify your Medicare choices with personalized guidance. We ensure you receive the right coverage for your healthcare needs.
Life Insurance
Protect your loved ones and secure your legacy. We provide affordable, customized life insurance plans for every stage of life.
Other Health
Having solid medical coverage is half the battle. We can help with ancillary health plans and long term care to ensure protection.
Retirement
Create sustainable income streams and secure your retirement lifestyle. Let us simplify the process and clarify your financial future.
what makes us different
Why Choose Charter Financial?
Local Retirement Experts
Deeply connected to Myrtle Beach and the Carolinas, offering insights tailored to local retirement lifestyles.
Veteran-Owned & Trusted
Committed to integrity, excellence, and reliability backed by veteran values.
Personalized & Independent Advice
Solutions designed uniquely around your individual goals, without bias, as we are independent.
Flexible Nationwide Coverage
Convenient virtual and local services to support your retirement journey, wherever life takes you.
You're Age 60+
You’re retired or closing in on retirement soon
But you've got questions...
What's the right Medicare Plan for me?
When should I take my Social Security?
How can I protect my retirement income stream?
These questions and more is exactly what Charter Financial Group can help out with.
Click the button below to complete your discovery survey to see how we can help.
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