The Path to Financial Independence
We know that every person’s circumstances and challenges are distinct, and require a strategy tailored to their individual situation. Without a roadmap specifically designed to fit you and your unique journey, the path toward your desired financial future can seem daunting. Having a flexible strategy in place — with a knowledgeable and enthusiastic team guiding you along the way — may make the road ahead smoother and more gratifying.
At CHS, we are devoted to helping our clients by serving as their trusted and experienced advocates when it comes to financial matters. Our holistic approach to wealth accumulation utilizes a slate of comprehensive, integrated services in order to provide novel solutions to complex financial situations.
From expense management and taxation to investments and wealth preservation, our commitment to you allows us to stand out from the crowd of conventional firms. Our interdisciplinary team is here to address your diverse financial concerns, wherever life may lead you.Contact Us
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Insurance Needs Assessment:When You're Married With Children
When you’re married and have children, insurance needs will be different.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
There are four very good reasons to start investing. Do you know what they are?
Military families face unique challenges, making personal finance even more critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
It may help your business be better prepared in the event of the death of a principal or key employee.
For homeowners who think their property taxes are too high, there are ways to appeal.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you explored all your options when it comes to managing your taxable income?
When do you need a will? The answer is easy: Right Now.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?