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16501 Northcross Drive
Suite A2
Huntersville, NC 28078

Christian Financial Services

704-895-5400

 
Where Is the Market Headed? Retiring the 4% Rule Should You Tap Retirement Savings to Fund College? Will You Pay the AMT?

Welcome to Christian Financial Services

Our firm believes that every financial decision should be made with the purpose of preserving and expanding God's Kingdom.

Our mission is to guide each of our clients to hear Christ say, "Well done, good and faithful servant".  (Matthew 25:21)

Feel free to browse our site.  It will not only introduce you to our firm's philosophy and services, but also to a variety of calculators, newsletters and educational materials - all designed to keep you up-to-date on financial issues, strategies and trends.Thank you for visiting our site. We look forward to serving you.

Helpful Content

Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

 

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Fed and How It Got That Way

A quick history of the Federal Reserve and overview of what it does.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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