Charest Company, LLP-Registered Financial Consultants

Creating wealth together through prudent investment strategies and wise insurance choices.

Congratulations!  You've found a Financial Advisor who wants to earn your trust.  Together we can: 

1.  Build a comprehensive but understandable financial roadmap for you and   your loved ones

2.  Provide an income stream for your retirement years and

3.  Develop a cordial, friendly professional relationship with a well respected Financial Advisor

Securities and Advisory Products are offered through Princor Financial Services Corp., Des Moines, IA 50392 800-247-4123, member SIPC. Jonathan Charest, MSFS, RFC, CFS, CSA, BCE, BCM, BCAA or Don Charest, ChFC, RFC,CFS, GRI  are Registered Representatives. Princor is not an affiliate of Charest Company, LLP

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Newsletters

Are the Times A-Changin'?

As the election year rolls along, Americans are facing an uncertain future and an election that could be the harbinger of great change.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

Regain Your Individuality

When employees leave their jobs, they have a choice to make: they can withdraw the money, leave the money in their former employers’ retirement accounts, or roll the money into another retirement plan.

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