Meet Flavio
Founder | Financial Advisor
Independent Financial Advice You Can Trust for Retirement and Beyond
I’m Flavio Medeiros — an independent Financial Advisor and fiduciary helping individuals nationwide create retirement income strategies, manage investments, and make smart, personalized financial decisions.
No product pushing. No corporate agenda. Just honest advice with your best interest at the center.
About Flavio
Flavio enjoys his time off heading to the beach, going out to eat, writing, and spending time with his wife and 3 boys.
As a family, they enjoy sports and traveling. Flavio has been in the Insurance industry since 2005 and is also a Navy Veteran.
He’s also written 2 books: Retirement Parachute and The Game of Wealth.
What Can Flavio Help You With?
Medicare
Simplify your Medicare choices with personalized guidance. Our local experts ensure you receive the right coverage tailored specifically to your healthcare needs and budget.
Life Insurance
Protect your loved ones and secure your legacy. We provide affordable, customized life insurance strategies that give you peace of mind through every stage of life.
Other Health
Having solid medical coverage is half the battle. We can help with cancer plans, hospital plans, dental plans, and long term care to ensure protection of assets in retirement.
Retirement
Ensure a steady income and financial security throughout your retirement. We help convert your savings into reliable income streams personalized to you.
How Flavio Can Help With A Financial Checkup
step 1
Share Your Financial Picture
Complete a simple, intuitive questionnaire in minutes, giving us a clear snapshot of your current financial situation.
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 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.
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.
Local Retirement Experts
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.
Client Testimonials
Ready to work with me?
Find a time below that works for you and let’s start the process of finding you the best plans.
About
Let Charter Financial help you secure your retirement through careful planning from your health to wealth. Serving the Myrtle Beach SC area locally and nationwide.
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About
Let Charter Financial help you secure your retirement through careful planning from your health to wealth. Serving the Myrtle Beach SC area locally and nationwide.
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