Charter Financial Planning is a boutique financial services firm specializing in personalized financial planning and wealth management for individuals, families, and small business owners. With a client-centered approach, the firm provides tailored strategies aimed at achieving long-term financial goals, including retirement, education planning, and estate planning. Their team of experienced advisors works closely with clients to create comprehensive financial roadmaps, emphasizing transparency, trust, and proactive guidance.

As an independent firm, Charter Financial Planning offers objective advice free from proprietary product constraints, ensuring clients receive solutions that align exclusively with their best interests. The firm also assists clients with tax-efficient investment strategies, risk management, and insurance planning as part of a holistic financial picture. Charter takes pride in its deep roots within the Oyster Bay community, offering financial education resources and workshops that empower individuals to make informed decisions.

Their commitment to integrity, education, and personalized service distinguishes them within the financial advisory landscape. The firm is also affiliated with key industry organizations, supporting ongoing advisor education and compliance with evolving fiduciary standards.

Website: http://www.charterfinancialplanning.com/location.cfm

Key Services:

– Comprehensive financial planning
– Investment management
– Retirement planning
– Estate and legacy planning
– Tax-efficient strategies
– Risk management & insurance solutions
– College savings and education planning
– Small business financial consulting