Escapees January-February 2023

MORGAN WINTJEN joined Church Street Financial in December 2016. She is a Livingston High School Alumna and has a BBA with a minor inManagement fromSam Houston State University. Morgan oversees Church Street Financials’ investment oper ations, marketing, and social media platforms. to go to college one day. Do not let rising in fl ation keep you from saving for tuition. By answering these questions, we can lay the groundwork for a plan that works for you and your family. For retired RV members, we take into consideration other fi nancial needs besides just investment recommendations. These include your tax situation, maximizing your social security bene fi ts and starting the estate planning discussion. Church Street Financial does not offer legal or tax advice. However, our of fi ce works diligently with other professionals to give you a holistic view of your fi nancial situation. We can work alongside other Escapees Strategic Partners or we can work with your own if you already have one. Our Pledge to You For the last 25 years, Church Street Financial has prided itself on its custom er- fi rst mentality. Although stationed in the Livingston area, technology allows us to serve you while you are on the road. Regardless of where you are, a big compo nent of our service is that you get to speak with a live representative. From full-time to part-time, from travel trailers to fi fth wheels, and for multi-gener ations,with each person and family having their individual needs and circumstances, Church Street Financial is committed to maintaining the highest level of standards for all our clients. We know you have count less options, let Church Street Financial be a one-stop-shop for your investment and insurance business.

Our Insurance Services Have you ever wondered “Are the contents inside my RV covered,” “Is roadside assis tance or towing included in my policy” or “if I have an emergency and have to go to the doctor, will my insurance cover my medical expenses when I cross state lines?” Insurance can be confusing, so do not let guessing be a costly mistake. Our insurance department specializes in several types of coverage for life’s unpre dictable scenarios. This includes Property & Causality, Individual & Group Health, Life & Disability, and Medicare Supplement, Medicare Advantage and Prescription Drug Plans. The agents on our team make obtaining insurance coverage seamless. We can assess your situation and make recommendations during the initial quoting process. Working alongside top-rated insurance companies, we can make sure you are equally protected. Our Investment Services Our investment side provides a broad range of fi nancial services, such as investment analysis, retirement planning and asset management. With current market swings, we rely on industry experts to help break down topics for the average investor. We can see if your investments are working hard enough during crucial times. The RV lifestyle looks different for every one. That is why our approach to fi nancial planning is tailored to your speci fi c needs. Our investment advisor representatives work directly with you to evaluate your goals and your whole fi nancial view before making any recommendations. For the working RV Club members, let us start a fi nancial plan to see if you are saving enough. We can analyze your current situation and can check to see if you are taking advantage of all your employer’s bene fi ts. Maybe you have children or grandchildren who plan

Not FDIC-insured—may lose value—not a deposit—no bank guarantee—not insured by any federal government agency. Financial advisors with securities and advisory services o ff ered through cetera advisors llc, member fi nra/sipc, a broker/ dealer. Cetera is under separate ownership from any other named entity. 2123 Us hwy 190 w. Livingston, TX77351.

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ESCAPEES Magazine January/February 2023