Financial Tips and Tricks From Athena

The 5 Paw Experience

By Athena
Translated By Jenna Peters

I love working with CIS Wealth. I get to lay around all day but really don’t have to do much except greet people and eat buttered toast from Bob, both of which I love! As soon as a visitor walks in the door, I want them to feel welcome and comfortable (and give me a treat). If you are having a ruff day, I want to make you feel better! I call this the “CIS Athena Experience”. However, there is more to being a CIS Wealth client than just having the pleasure of a beautiful chocolate lab by the name of Athena greet you.

Here are 15 reasons why being a CIS Wealth client is pawesome!

Long-term care planning
College funding planning for your children and grandchildren
Consultation meetings with you and your CPA/accountant and attorney*
Financial analysis for major purchases like real estate (home, farm and ranch, vacation home, rental properties and remodeling), recreational vehicle and automobile, airplane, boat, etc.

*We bring together an experienced team of autonomous professionals that work together to serve our clients’ total wealth management needs. These professionals may charge a separate fee for their individual services.

**Seek the advice of a Certified Public Accountant (CPA) as tax laws are constantly changing and vary depending on each individual situation

Check out other articles from our October 2016 Newsletter

Is A Financial Crisis Imminent

Is a future financial crisis imminent? See what Bob has to say about “doomsday” and a future investment strategy.

Oil price increase due to supply and demand

Oil has played a large part in our Texas economy. What does the recent oil boom & recession hold for the future?

Corporate Trustees and Estate Planning

Is inheritance always a blessing? Learn more about setting up your estate plan efficiently when it comes to your beneficiaries.

FamilyArc

CIS has collaborated with FamilyArc, an online family data history storage website, in order to better preserve your legacy!

Financial Tips and Tricks From Athena

See what advice, tips, and tricks Athena has to talk about this month when it comes to finance and CIS Wealth!