Henry Charles Steve

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AKA: Charles Steve Henry Cfp
Other Link: http://www.cshinvestments.com
Categories: Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services

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Phone: (217) 824-4211

Address: 926 W Spresser St, Taylorville, IL 62568

Tax Planning
Estate Taxes
Avoiding Probate
There are many options available to create your estate plan, but here’s the bottom line: we want to make it easy to pass on your assets. Keeping this as simple as possible will help avoid probate, unnecessary legal fees, and stress that comes with not having a plan in place.
Tax Services
Grow and maintain your wealth by thinking holistically about your assets and investments. It’s important to take into account all aspects of your financial life including investing, legal and estate planning, accounting, tax services, retirement planning, and life insurance.
Income Tax

Investment Management
Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any investment, investment strategy or product used by CSH and referred to directly or indirectly by CSH on its web site, or indirectly via a third party link, will be profitable or have a corresponding performance level. Different investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client or prospective client’s portfolio. Historical performance results for investment indices or categories generally do not reflect tangental charges such as transaction fees or investment management fees. Nor does performance reflect the impact of taxes which would have the effect of decreasing financialresults.
Mutual Funds
We are paid thru fees only. This is disclosed in a statement to you every quarter. More complex trades may impose a small nominal transaction fee. Mutual funds may impose their own fee which varies from fund to fund.
Wealth Management
You benefit tremendously when you have a single manager of your assets vs. taking a piecemeal approach to your wealth management. Since we’re able to examine everything as a whole, you’re able to create an optimal strategy for reaching your goals. You will also be able to make better decisions with your assets and money knowing how one part of your financial life affects another.

Financial Planning
In order to feel confident in your future, you need a partner that takes a holistic approach to your financial planning. We want to uncover all the details of your current situation and your long-term needs, so we’re fully informed and prepared to give you the necessary guidance.
Retirement Planning
Taking charge of your future starts with a sound plan that helps you realize the retirement you want. It’s never too early, or late, to think about your ideal retirement.
Annuities
"Boy, I sure got rich buying that annuity!" "I can't wait until the new annuities come out!" Said no one ever. After all, annuities are sold. They're not something savvy investors seek out or talk about. For most of my career, I've hated annuities. My primary...
Asset Management
Your Personal Financial Website offers comprehensive investment analysis and monitoring capabilities for individuals with investment portfolios. It allows you to track the performance of your investments, analyze asset allocation, and assess the impact of market fluctuations on your overall financial picture. With up-to-date information and powerful analytics at your fingertips, you can make informed investment decisions aligned with your risk tolerance and long-term objectives.

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