Secure Your Tomorrow, Starting Today!
Our Services for a Secure Retirement
Medicare Planning
We make your Medicare decisions easier with personalized guidance. As independent Medicare brokers, we ensure your healthcare coverage matches your healthcare needs.
Life Insurance
Protect your loved ones and preserve your legacy. For each stage of life, we offer affordably priced, personalized life insurance plans.
Other Health
Having proper medical coverage is only part of the challenge. We offer supplemental insurance solutions that help cover out-of-pocket costs not paid by traditional health or life insurance.
Financial Planning
Financial planning gives you the confidence to enjoy retirement on your terms. We will start by setting goals, creating a step-by-step plan and monitoring your progress so that you can handle life's surprises with less stress.
Why Choose Charter Financial?
Local Retirement Experts
Based in Framingham, Massachusetts, we meet with our clients face to face, either at their homes or in our office and have the flexibility to meet virutally as well.
Veteran-Owned & Trusted
Dedicated to trustworthiness, professionalism, and dependability, supported by veteran values.
Personalized & Independent Advice
We are independent agents with access to multiple solutions. This allows us to customize the client experience and meet your specific needs.
Flexible Nationwide Coverage
Accessible remote and local services to help you through your retirement process no matter where life takes you.
You're Aged 60+
You're retired or closing in on retirement soon but have questions...
Charter Financial can help with any of these questions and more.
To see how we could help you, please take the discovery survey by clicking the button below.
What's the right Medicare Plan for me?
When should I take my social security?
How can I protect my retirement income?
Ready To Secure Your Retirement?
Don't wait any longer and schedule your customized, no-obligation insurance or retirement review today for more clarity about your financial future.