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 →

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

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.

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

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