Cannon CWS®

Bob is now among an elite group of financial professionals obtaining the Certified Wealth Strategist® designation, administered by Cannon Financial Institute. This designation is awarded to those individuals completing a comprehensive program of study surrounding key wealth management issues facing clients’ today.

Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management processes and the client communication skills needed to create and build a client centric wealth advisory practice. The primary goal of the Certified Wealth Strategist® practice is to work as an effective partner for their clients with more complex wealth issues.

To integrate what Bob has learned through the certification process, CIS Wealth now has 14 Wealth Management Issues that we explore with our clients at their annual review meetings to see what strategies need to be implemented to create a total wealth management plan. Those issues are:

  1. Risk Management & Insurance Planning

  2. Essential Document & Account Integrations

  3. Tax Planning

  4. Planned/Charitable Giving

  5. Financial Planning

  6. Estate Planning

  7. Multigenerational Planning

  8. Retirement Planning

  9. Planning for Incapacity

  10. Titling & Beneficiary Designation

  11. Education & Family Support

  12. Investment Planning

  13. Executive Compensation

  14. Business Succession Planning

 

If you see an issue that you feel you need to address, contact our office at 830 609-6986 or email us at info@ciswealth.com and we would be glad to help you!