Charter Oak Financial Group, Inc

Family Law - Miami Divorce AttorneyRETIREMENT PLANS

An integral part of providing supplemental retirement benefits to executives is determining the appropriate funding to achieve the planned benefit.  While funding is not required for non-qualified....read more

Bankruptcy LawBUY / Sell funding

Planning for the loss of a business owner or partner is crucial to ensuring the continuity of your business and protecting the financial security of your family and the families of each partner or co-owner....read more

Joseph Corey Law Firm in Hialeah, FLEstate planning

A well-executed estate plan, first and foremost, ensures that you have provided for the well-being of your loved ones. It may also reduce taxes and probate costs, so that more of the fruit of your life's labor....read more

icon moneypremium financing

Life Insurance Premium Financing is a valuable tool for business needs, estate planning and wealth transfer planning.  It allows high-net-worth individuals or corporations to purchase...read more

CHArter oak financial group, inc

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With over 50 years of proven experience in the financial service industry, Charter Oak Financial Group, Inc. works with successful business owners and professionals designing solutions to help you protect your business, your retirement assets, and your legacy. Our mission is to design and implement tax advantaged benefit plans that are sound, affordable and effective. Our practice works with our clients in providing for their business insurance, Estate liquidity and retirement planning needs.

Mike Prairie (Founder and President)

WHO WE ARE

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We are a group of experienced insurance and investment specialists with a combined 100 plus years of expertise, who collaborate on evaluating, designing and implementing innovative cost effective solutions for business owners and professionals.

 
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  • 208 Annelise Ave 1st Floor, Southington, CT
  • 1340 Bayshore Blvd Unit 408 , Dunedin, FL
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