We strive to give our clients peace of mind by fully understanding their financial situation. Providing the highest quality service, products and information to help them be clear and focused on realizing their goals.
First Charter Financial Corporation
6108 Village Oaks Dr Ste A
Pensacola,
FL
32504-6977
Phone:
- (850) 479-1100
Fax:
- (850) 484-6855
Newsletters
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Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Do You Need a Power of Attorney?
Explore three types of powers of attorney and find out how a living will can supplement a durable POA for health care.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.