Charter Investment Services, Inc.

Christine T. Jedrzejewski

Certified Financial Planner
Investment Advisor Representative


 

Offering Portfolio Management and Financial Planning Services to Individuals and Businesses. 

 

Offices located in Milwaukee, Wisconsin and Cape Coral, Florida
 

 

 

Asset Management Services Provided Through Voyager Capital Management, LLC
Securities and Investment Advisory Services Offered Through
Capital Financial Services, Inc.,Broker Dealer - Investment Advisor
Member FINRA, SIPC

This website does not constitute an offer of products or services outside the area where Capital Financial Services, Inc. is registered or exempt from registration.
Learning Center
  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • iMoney

    iMoney

    Ideas to help simplify everyday finances.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Calculators

Cost of Retirement

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Federal Income Tax

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

More Calculators →

Newsletters

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

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Market Watch

February 09, 2010 @ 12:25 AM

Dow Jones Industrials 9,908.39- 103.84
Nasdaq Composite 2,126.05- 15.07
Nasdaq 100 1,734.88- 11.24
S&P 500 1,066.18- 0.01
Russell 2000 586.49- 6.49
10 Year Treasury Note 3.56- 0.04
Wilshire 5000 10,913.86- 91.70

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