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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Note to Self: Check Beneficiary Designations

Outdated beneficiary forms have the potential to cause needless grief and hardship for surviving loved ones who are your intended heirs.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

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