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!