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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Try these activities to keep your brain sharp.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When considering life insurance, it's important to understand your options.
What’s the deal with your yearly free credit report?
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Understanding the cycle of investing may help you avoid easy pitfalls.
Learn how to harness the power of compound interest for your investments.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.