Daytona Beach, Florida
Enjoy The Dream of Retirement Income
We work together with our clients to help create a strategy that fits your goals, values and lifestyle.
Learn More
Schedule a Meeting With Mark Nichols
or Call 239-244-8644
Welcome to Charter Financial Group
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How would guaranteed income for life change your retirement plans? Charter Financial can help develop tax reduction and wealth building strategies aligned with your financial goals. Explore your options with a financial planning professional in Daytona Beach, Florida.
We’ll Plan for the Whole Journey, Together.
Charter Financial Group helps you map your financial future and navigate what comes next. Our process brings your goals into focus, with the detail, guidance, 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 red flags and opportunities
- Create a strategic plan to get you where you want to go
Step 3: Implementation
- Organize accounts around goals-based investments
- Complete additional planning areas
- Establish our plan for communication and connection
Mark Nichols
Investment Advisor in Daytona Beach, FL
With more than three decades in financial services, Mark brings experience and a personal approach to retirement income, investment, and tax planning. He established his independent consulting practice in 1994 and has been helping clients connect their financial decisions with their life goals ever since.
His holistic approach looks at the whole picture—your priorities, your family, and the future you want to build.
Click Here to Read MoreStart By Knowing Where You Are
Knowing your financial profile can help you decide the next steps on your wealth journey.
Schedule a Complimentary ConsultationDon’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 Daytona Beach, Florida
Charter Financial Group offers a comprehensive approach to planning for your future and the future of your business. We bring retirement, wealth building, and succession planning together with strategies tailored to your needs.
Keep Your Goals in Focus
Explore tax-conscious strategies for your personal and business finances. We coordinate with your tax professionals to evaluate opportunities involving income, retirement contributions, and long-term planning.
Protect What Matters
Review life insurance options in the context of your family, business, and legacy. We help you understand coverage, costs, and policy features so you can make informed decisions.
Support Your Key People
Explore benefit and retention strategies designed to help attract and retain valued employees. Build an approach that fits your company’s goals and the needs of your team.
Plan for the Next Generation
Clarify your wishes and consider how your assets can support the people and causes you care about. We work alongside your legal and tax professionals to help coordinate your financial and estate plans.
Your financial priorities deserve a coordinated plan. Let’s talk about the retirement you envision and the steps that can help you work toward it.
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
- A clearer understanding of your retirement future
- Clarity to make today’s decisions
Charter Financial Group
is about family.
Your financial plan should support more than numbers. It should support the life—and the people—you love.
Contact Us Today