Enjoy The Dream of

Retirement Income

We work together with our clients to help create a strategy
that fits your goals, values and lifestyle.

Schedule a Meeting With Mark Nichols or Call 239-244-8644

Welcome to Charter Financial Group

How would guaranteed income for life change your retirement plans? Charter Financial can develop a tax reduction strategy and wealth building strategy to meet your financial goals. Consult with a financial planning expert in Naples, FL today.

We’ll Plan for the Whole Journey, Together.

Charter Financial Group is an end-to-end map of your financial future and how to navigate what’s ahead. It’s our team’s process that makes the magic along the way, accommodating your style with the right level of detail and communication you deserve.

Step 1: Discovery

  • Start with your goals & values
  • Establish what you need from an advisor
  • Map out your current financial picture

Step 2: Strategy

  • Evaluate what is needed to reach your goals
  • Review of red flags and opportunities
  • A strategic plan to get you where you want to go

Step 3: Implementation

  • Organize accounts to goals-based investments
  • Complete additional planning areas
  • Establish our plan for communication and connection

Start By Knowing Where You Are

Knowing your Financial Profile can help you decide the next steps on your wealth journey.

Don’t know where to begin? Start by understanding where your current plan is
strong and where there’s opportunity for improvement.

Tax Planning, Wealth Management, and Income Planning in Naples, Florida

Charter Financial Group is a financial planning and wealth management firm in Naples, Florida. As a Registered Investment Advisory firm we offer a comprehensive approach to securing your future and the future of your business. We are experts in Succession Planning Strategies, Wealth Building Strategies, and Retirement Planning Strategies. In addition to core financial planning and wealth management strategies, we also assist with:

  • Tax Planning: From navigating the Tax Cuts and Jobs Act to optimizing deductions and retirement contributions, our tax planning services encompass all aspects of your business and personal finances. We help minimize your tax burden while maximizing wealth. If you have excessive student load debt, we can help! We also leverage the Cares Act to garner additional tax benefits.
  • Life Insurance: We understand life insurance may not be the most exciting topic, however it’s essential. Ask how you can obtain high single digit and double digit non-taxable rates or return with no stock market risk.
  • Executive Retention: Retaining top talent is key to business success. Did you know it costs 26% more to hire new employees than to retain your current employees? To recruit top talent, employers must offer more than a 401k. We offer competitive executive recruitment and retention solutions including plans that allow you to recoup your investment if an employee doesn’t meet expectations.
  • Estate Planning: Don’t let your legacy be left to chance! We’ll help you create a comprehensive estate plan that minimizes taxes and has the potential to grow your estate by 3-5 times compared to traditional planning.

Let Charter Financial help you achieve the retirement of your dreams with financial security and peace of mind. Schedule a consultation with a Financial Advisor in Naples, FL today!

What Can
You Expect?

We’ve built a custom financial planning experience that meets you where you are.
  • A Values-Driven Financial Strategy
  • Solutions for Turning Assets into Income
  • Confidence about Your Retirement Future
  • Clarity to Make Today’s Decisions

Charter Financial Group

is about family

Find a Charter Financial Group Location

The place to build your future is right down the road.

Naples, Florida

1415 Panther Lane
Naples, FL 34109

Office: (239) 244-8644
 Fax: (888) 885-2293
Mark@CharterFinGroup.com

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