estate planning professional

Financial planning is a key part of wealth management and one of the services offered to our investment clients as a benefit of doing business with us. For those who do not have investment accounts with us, our financial planning services are offered for an hourly rate. We have a list of 20 Financial Planning Modules that cover the most common issues one encounters, but we also handle unique situations.

We look at all areas of your finances to help you create a plan based on your personal circumstances and the dreams that you want to achieve. Next, we give you actionable steps to help make your dreams a reality. We are there along with you as your advisor, guide, and coach the throughout the entire process.

We also offer our CIS Wealth Management System as a hands on tool for your personal financial planning. Not only can you view your investment account balances with us, but you can also create a complete picture of your financial situation, quickly generate numerous financial reports, create and manage a budget, and store your most important documents in one secure, easily accessible location and more.

If you are not taking advantage of our financial planning services or our CIS Wealth system, contact us to set up a meeting to begin your plan!

Check out other articles from our September 2016 Newsletter

estate planning professional

Financial planning is a key part of wealth management and a service offered to our clients as a benefit of doing business with CIS Wealth.

retirement planning

Did you know that CIS Wealth offers a variety of services when it comes to retirement planning? Learn more about these services!

investment management

We work hard to tailor the most appropriate portfolio strategies to our clients’ situations without using a “one size fits all” approach.

Biblically responsible investing - Just like voting

Learn more about Biblically responsible investing and how it is similar to the way that we choose to vote.

Financial Tips and Tricks From Athena

See what financial tips and tricks our favorite chocolate lab has to offer when it comes to advice on saving!