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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.

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Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

 

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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