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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to make sure your retirement strategy anticipates health-care expenses.
Good employee health can be great for the company’s bottom line.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Making the most of surprises is a great reason to work with us.