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.


 

 


 

 


 

 
Calculators

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.

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Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

The Difference Between the Debt and the Deficit

The terms "debt" and "deficit" are often used interchangeably to describe the federal government's financial situation, yet they have significantly different meanings. This explanation of the budget deficit and the national debt may help readers understand the conversation.

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