Capital Street Financial Services, Inc.

 


 

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


 

We offer an 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 an 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.


 

 


 

 


 

 

Life Insurance

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

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.

More Calculators →

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

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