_____________Charter Financial Group, LLC___________________

Charter Financial Group is a leading financial planning company that provides a variety of financial services. Our company has the expertise to assist a wide array of clients, from individuals to large businesses. Charter Financial Group is comprised of three separate branches:


Charter Financial Group offers diverse strategies for financial and life planning. Charter provides the best financial planning available, covering a variety of financial strategies for all different assets and businesses. Through Charter's three distinct branches, we are able to assist each client with nearly all  their financial planning needs, as we cover all areas of personal care and finance with the utmost expertise and professionalism.

As a leading provider of financial and life planning we have the experience and expertise to help you with all your financial needs and wants. Contact one of our professional staff members today and learn how we can assist you with care planning, tax planning and insurance brokerage needs.

Speak with an expert today

Charter Financial Group will provide the expert advice you need to settle your financial troubles or to get you started on a new insurance or a retirement plan.  Don't wait until it is too late.  Invest in a financial expert today who can help you make the best financial decisions for business and family.

Millions of couples around the U.S. plan to start up a retirement plan every year - and every year, millions of couples encounter too many financial problems to get started.  Many parents want nothing more than to pay for their child's college education, but never set up a college savings plan where just a small contribution each month could accrue a great deal of interest by the time the child attends college.  Financial planning must be a priority to any couple that wishes to live comfortably during retirement or to any parent that would like to provide their kids with a post-secondary education.

Contact the experts at Charter Financial Group today to learn what can be done to better your financial situation.

Charter Care Planning

charter care group

Charter Care Planning, LLC

We are a leading provider for Medicaid Strategic Planning, Assistance, and preMedicaid planning, as well as Veteran Benefits (Aid & Attendance).

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Charter Tax Planning

Charter Tax Planning, LLC

Our team of CPAs and tax professionals are ready to help you prepare your income tax return. You will receive the highest level of professionalism and service that the industry has to offer.

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Charter Insurance Brokerage

Charter Insurance Brokerage LLC

Charter Insurance Brokerage can meet all of your insurance needs. Our company specializes in life insurance, annuities, and long term care insurance strategies.

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Toll Free: (888) 663-1078

Local: (239) 244-8644
E-mail: Info@Charterfingroup.com