Southern Charm Brokerage Mission
Our mission at Southern Charm Brokerage is to build relationships of trust with our clients and provide our clients with accurate, comprehensive planning, and personalized wealth preservation strategies to help them gain financial independence throughout retirement. We invite you to discover and experience the power of our insurance solutions. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. No one strategy fits everyone, which is why every client gets our undivided attention from planning to execution to follow-up.
Specialties Using Insurance Products:
Our primary focus is helping you achieve the retirement you deserve with the necessary protections in place.
We can help you reach your retirement goals with the following services:
Specialties Using Insurance Products:
- Wealth Preservation and Accumulation
- Retirement Planning to Include Lifetime Income Options
- 401-K Rollovers
- Life Insurance
- Long-Term Care Solutions
- Retirement Planning
- Wealth Transfer to include Annuities and Life
- Medicare, Turning 65
Our primary focus is helping you achieve the retirement you deserve with the necessary protections in place.
We can help you reach your retirement goals with the following services:
- Retirement Income Strategies, Guaranteed for Life
- Health Coverage Strategies for Retirees to Include Medicare
- Fixed Annuities with Industry Leaders
- Wealth Transfer with Life Insurance
- Long-Term Care Options
Southern Charm Brokerage | 5429 South 41 Highway, Wallace, NC 28466
P: (910) 604-0801 | F: (910) 665-1192 | E: [email protected]
P: (910) 604-0801 | F: (910) 665-1192 | E: [email protected]