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
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
A change in your mindset during retirement may drive changes to your portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The federal government requires deceased individuals to file a final income tax return.
What kind of auto insurance should you have? Do you know?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you explored all your options when it comes to managing your taxable income?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Women must be ready to spend, on average, more years in retirement than men.