Charter Financial Group

About

AN ANNUITIES SPECIALIST YOU CAN TRUST

We all know how important it is to make the right financial decisions now to prepare ourselves for a proper lifestyle during our retirement. While many people are familiar with stocks, bonds, IRA’s and 401K plans, there are many others who have never heard of annuities and how they could be a valuable option for you. Annuities are not new, but to truly understand their benefit and whether they are a good fit for your portfolio, you need to work with someone whom you can trust to give you the best guidance and advice to make the right decision. At Charter Financial Group, we are the company you can trust.

We understand that each client has a different goal for their retirement, and we take our time to understand your needs, learn what is most important to you, and then structure a plan that can make you financially independent during your retirement years.

For over 25 years we have worked with individuals to give them the confidence they need to build a portfolio that will consistently perform, never lose value, and can deliver a tax-free or tax-deferred income for years to come. As annuities are investments that are issued by the insurance industry, we are also fully capable of providing assistance with your life insurance needs as well, along with other financial service products.

We hope you will take the time to read through our website and learn more about the annuity market, its features and benefits, and why they can be a fiscally-sound option for you and your family. We would further welcome the opportunity to talk or meet with you personally, discuss your current and future financial plans, and see if we can provide a safe and solid investment option that exceeds your current plans. Contact us today and see what makes us a trusting partner in your future endeavors.

Create a better financial plan by calling Charter Financial Group!

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