Value of Being a CIS Client

What is the Value of Being a CIS Client?

Below is a list of services provided for our clients.

Click on the links below to learn more!

Retirement life coaching
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

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