Not FDIC Insured - May Lose Value - Not A Deposit - No Bank Guarantee - Not Insured By Any Federal Government Agency.
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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Don’t overlook the need for renter’s insurance if you rent your home.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding the value of a home warranty.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
When markets shift, experienced investors stick to their strategy.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.