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| Estate and Retirement Planning |
| Charter can help you find ways to effectively pass assets from generation to generation through the use of trusts, wills, and charitable gifts. These estate planning tools can provide substantial tax savings while also reducing the probate costs, delays, and complications associated with the settlement of estates. If you already have an existing trust, Charter can actively manage the investments held. |
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| Private Consultation |
| If you have an investment or personal financial decision to make, we can help. Our private consulting service is specifically designed to organize, coordinate, and monitor your financial activities. We offer private consulting to clients who have a substantial net worth and unique financial needs. Such needs might include: help with 401(k) or other retirement plans, developing a cash flow strategy for retirement, help with employer stock options, or investment of funds received by an inheritance. |
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| Valuation of Private Companies |
| Charter acts as an independent financial consultant to corporations as well as individual business owners. Our staff consists of seasoned financial analysts who have many years of experience in providing comprehensive financial analysis. |
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