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

Impact of Inflation

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

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Testing Your Liability Limits

This quiz tests the reader’s understanding of personal liability.

Averaging for Dollars

Dollar-cost averaging is a method of investing that may enable you to achieve a lower average cost per share over time.

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

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