• Financial Review

    Charter Financial not only helps you with your Insurance needs, but also we are here to provide reviews of your 401k's and other investments at no obligation or cost.



Find balance, growth, and stability with our comprehensive 401k and IRA portfolio review.

Why Review Your 401k Options Or Portfolio?

Understanding your investment options is the key to financial peace of mind. With our specialized review, you'll benefit from:
  • Balance: Protect your investment from market volatility.
  • Growth: Tap into potential market gains.
  • Stability: Ensure a steady income stream for your retirement.
  • Flexibility: Tailor your investments to meet your unique financial goals and risk tolerance.

How Our Review Process Works

Don't let your stability and income retirement go to chance! We can help you secure your retirement through our process.

1. Schedule a Consultation

At your convenience, in-home or at our office.

2. Personalized Assessment

We'll carefully analyze your current 401k or IRA portfolio.

 3. Tailored Recommendations:

Receive strategies designed to match your goals and risk tolerance.

 4. Ongoing Support:

Continued guidance to keep your investments aligned with your evolving needs.

About Charter Financial Group

We are a team of knowledgeable professionals serving Myrtle Beach.
As an Independent firm, our goal is to provide you with the best solutions. Our passion is helping anyone and everyone understanding problems, products, but most importantly, solutions to help you.
     Medicare is a big pain point and very difficult to navigate, which is why we are trained annually to understand all the changes to the plans, and the Medicare system as a whole.
     Rest assured, we are here to help you understand it all.

     Our clients' portfolios and 401k's also need other options to secure their retirement, which we provide reviews at no obligation.

With the ability to offer you top notch, A+ companies for Life Insurance, or other products, it’s what makes us have your view in mind.

​Are You Ready to Take Control of Your Financial Future?

Don't leave your financial security to chance. Contact us today for a comprehensive review of your 401k and IRA options and set a course towards a prosperous, secure retirement.