Personal Financial Planning

Southern Charter Financial Planning Services offers Clients assistance in addressing their financial needs and objectives. For a nominal fee you can get a co-ordinated and comprehensive financial plan, including recommendations on reducing income taxes, building and allocating investment funds, financing education, planning for retirement and estate analysis.

How much life insurance do I need?
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Protecting Your Business Assets

Southern Charter Financial Services consultants can provide the necessary insurance protection a business requires during every phase of the life cycle - including buy /sell agreements, key employee insurance and group insurance protection.

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Contact us about our Financial Planning services