Total Wealth Management

Dates To Remember

SEPTEMBER 5, 2016 – Labor Day – OFFICE CLOSED

CIS Messenger

Total Wealth Management Edition

CIS Wealth Management Group is a full service wealth management advisory firm. We look at all aspects of wealth management and focus on eight areas that encompass total wealth management: Financial Planning, Retirement Planning, Investment Management, Tax Planning, Risk Management, Estate Planning, Multigenerational Planning & Planned Giving. We will explore several of these areas in this 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!