A Simple Way to Get Clear on Where You Stand Financially
Whether you’re getting ready for retirement or already there, knowing where you stand is important.
Our personalized financial review is designed to give you a clear picture of your finances—and show you what’s working and where there’s room to improve.
Take the Guesswork Out of Retirement Planning
Most people don’t know if they’re truly on track for retirement. That’s where we come in.
This checkup is your first step toward confidence and clarity—because planning should be simple, not stressful.
step 1
Share Your Financial Picture
Complete a simple, intuitive questionnaire in minutes, giving us a clear snapshot of your current financial situation.
Step 2
Get Your Clear Financial Snapshot
We instantly create your personalized Financial Snapshot, visually organizing your income, assets, debts, and insurance—clearly, simply, and effectively.
step 3
Receive Customized Guidance
Receive personalized, actionable recommendations designed to close gaps and optimize your financial future, with clearly prioritized financial goals.
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.
Our Clients Love Us!
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