At Church Street Financial Services, we are committed to maintaining the highest standards of integrity
and professionalism in our relationship with you, our client. We endeavor to know and understand
your financial situation completely and provide you with only the highest quality information,
services, and products to help you reach your goals.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Knowing the rules may help you decide when to start benefits.
The item most homeowners forget on their home improvement project checklist is insurance.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
It's important to understand how inflation is reported and how it can affect investments.
Regardless of how you approach retirement, there are some things about it that might surprise you.
The true cost of raising a child may be far more than you expect.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Recent changes in estate tax laws could affect the strategy you have in place.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women must be ready to spend, on average, more years in retirement than men.
Have you explored all your options when it comes to managing your taxable income?