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.
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
Life Insurance
Other Health
Retirement
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 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.
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.
