Charter Financial Services offers you comprehensive investment
strategies with personalized attention. When it comes to your financial
future, we aim at helping you achieve two key objectives:
- Quiet Confidence, and
- A Clear Plan
Whether your goal is financial security, a comfortable retirement or
growing the business you own, we work to help see you meet your financial and
lifestyle goals. Charter Financial Services also provides access to world
class ideas from the sharpest minds and access to cutting edge research and
technology. We combine our investment experience and attention to your
situation with a wide array of leading services and wealth management
tools.
Though financial markets can seem frenzied and complex, we work to help
you attain financial confidence. When it comes to retirement, financial planning
and investing your assets in the financial markets, we work diligently to
help ensure that your plans are on track.
Most importantly, our clients know that our financial services exist in
the context of a relationship of trust and integrity that has come to
characterize all that Charter National Bank and Charter Financial Services
has done for over 30 years.
The services you can access through Charter Financial Services include:
- Portfolio Review: Assess your holdings to see if you are on course to achieving your financial and retirement goals
- Wealth Management: Understand your current situation and utilize specialized tools and high net worth investment options to customize strategies for growing and safeguarding your assets.
- Investment Management: Attain investment advice, manage your accounts online and create customized investment portfolios.
- Risk Management: Utilize our specialized tools and monitoring to customize, hedge or use tailored insurance strategies.
- Fixed Income and Capital Preservation Strategies: Deliver predictable income using research and access to high quality security selection in a fixed income approach.
- IRA Rollover Services: Move out of a former employer 401k. Set up traditional or Roth IRA’s.
- Insurance: Review or set up Life, Long Term Care, buy or sell Insurance, etc…
- Business Services: Set up and advise on 401(k)’s, 403(b)’s, SEP’s, Simple IRA’s.
To set up an appointment or speak with a Financial or Wealth Management
Specialist, please call Lisa Czarnecki at 847-884-2840 or e-mail
Lisa.Czarnecki@lpl.com
