Financial Planning and Private Wealth Management

Welcome to Childs Company. We provide financial planning and wealth management services for business owners, executives , professionals and families.  Among the services we offer are

-Comprehensive financial planning

-Investment management

-Risk management

-Business succession planning

We utlilize an independent, intelligent and highly personal approach to help our clients develop and implement strategies for achieving their financial goals and objectives. Please browse our website, particularly our Learning Center, where we maintain an active database of informative and useful articles and newsletters on a variety of financial planning topics that may interest you.

The investment banking group, led by Jim Childs, has rebranded as CHILDS Advisory Partners. For more information, please visit www.childsadvisorypartners.com.  Childs Company is an independent  company and is not affiliated with CHILDS Advisory Partners.

 

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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.

More Calculators →

Newsletters

Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

The Problem with Investment Gains

Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

More Newsletters →