retirement planning

Are you planning to retire within the next 5 years? Will you need to decide between a lump sum payout or a monthly pension amount? Do you worry if you’ll outlive your current retirement savings and if you have enough? Do you wonder what you’ll do with the time you’ll gain once you retire from your job and if you will still feel fulfilled without the work you currently enjoy? If you answered yes to any of these questions, we can help you!

Retirement planning is offered as a benefit of doing business with us, and we can help you evaluate your preparedness for retirement. Retirement planning with CIS Wealth not only looks at the monetary side of retirement, but also the physical, spiritual, and emotional aspects of making the immense change that is retirement.

We incorporate financial calculators, income analysis tools, and several questionnaires to help us identify the areas of your retirement that you are prepared for, and those that may need attention and changes. Contact us to set an appointment with Bob to discuss your situation.

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!