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 Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What’s the deal with your yearly free credit report?
For some, the social impact of investing is just as important as the return, perhaps more important.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Five phases to changing unhealthy behaviors.
A letter of instruction provides additional and more personal information regarding your estate.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
What does your home really cost?
When do you need a will? The answer is easy: Right Now.
What is your plan for health care during retirement?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.