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

Insuring Your Business With a Buy/Sell Agreement

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

What Can a Million Dollars Buy You?

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

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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