Specialized Services

Charter Financial Services also offers services to serve your needs and goals in ways that go beyond traditional investment centers.

Business Services

We understand that your business may be your most valuable asset. With that in mind, the services and attention to detail you provide must be top notch. With that in mind, Charter Financial Services will work with you to create and implement:

• Cash Management strategies
• Retirement plans (401(k), 403(b), SEP
• Business Succession

Wealth Transfer and Insurance Services

We realize that your most valuable assets cannot be held in a bank or invested in the stock market. These assets are your family, your key relationships, your health, your legacy. Yet, to secure the best possible future in the wisest manner, we work with top wealth transfer and insurance specialists to help you reduce estate taxes, protect and preserve your assets and care for those you care most about. To do so, we also offer:

• Insurance planning
• Long Term Care Insurance
• Access to a network of other professionals (estate attorneys, specialized insurance experts)
• Charitable Giving through Life Insurance

Philanthropic Services

We work with you to identify, clarify and implement your charitable goals. We do this by:

• Work with you to clarify the values and legacy you want to perpetuate
• Guide you to identify the tools available for charitable goals
  Charitable remainder or lead trusts, family foundations, donor advised funds)
• Help you implement your goals by establishing and fund those vehicles

To set up an appointment or speak with a Financial or Wealth Management Specialist, please call 847-884-2840 or e-mail jcaliguire@cn-bank.com

 

* Securities and Insurance offered through Sorrento Pacific Financial, LLC.
* Not FDIC insured/No guarantee/May Lose Value.