Capital Street Financial Services, Inc.

 


 

We provide customized solutions to assist individuals, professionals and business owners in reaching their financial goals.


 

We offer a extensive line of products and services, as well as diverse financial and responsive service. From insurance needs to college funding, retirement or estate planning strategies, we’re committed to helping you accomplish your long-term financial objectives.

 

About Us

Capital Street "Where the past meets the future." Capital Street offers a extensive financial service package designed to help protect and enhance the financial positions of our clients. Capital Street brings you the value and convenience of a one-stop service. Whether you need financial planning, investments, insurance, estate planning help, pension or benefits education - we can handle it all or any piece of it. One company who knows you, your business and your unique needs with the ability to connect you to the products and resources to meet your needs. The experience of our organization and our commitment to technology allows us to embrace the best the future has to offer while maintaining the foundation of trust and tradition forged over years of service. The past linked to the future. Welcome to Capital Street.


 

 


 

 


 

 

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

More Calculators →

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

New Year: Check and (Re)balance

Even if people have become jaded about making new year's resolutions, it shouldn't stop them from doing what they need to do to accomplish their financial goals.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

More Newsletters →