Timeline For Keeping Important Documents

Timeline For Keeping Important Documents

Knowing which financial and personal paperwork to keep or toss is very important. Here’s a suggested timeline for keeping/shredding documents. Documents which should be kept indefinitely - in a secure location: Birth/death certificates and Social Security cards Marriage Licenses and Divorce Decrees Pension plan documents Copies of wills, trusts, health care proxies/living wills and powers [...]
Our Corporate Trustee Program

Our Corporate Trustee Program

CIS Wealth now offers corporate trustee services through a strategic relationship with TD Ameritrade Institutional*. You can protect your family’s financial legacy long after you are gone with a personal trust and appoint a corporate trustee for non-biased and professional management. What Are Some Benefits of Establishing a Personal Trust? A personal trust can provide [...]
Why You Should Use A Holistic Certified Wealth Strategist

Why You Should Use A Holistic Certified Wealth Strategist

Investment Advisor VS Wealth Advisor People often view financial advice through a single lens, as investment advice. However, there’s a big difference between simply managing your investment portfolio (one aspect of your overall finances) and a holistic approach to coordinating your entire financial picture. Only a full-service, independent financial advisor provides the critical planning services [...]
Give More

Give More

You May Be Able to Give More than You Ever Thought Possible I meet people everyday who say they have very little left to give to the ministries they care deeply about. It’s not that they don’t want to give more, but they have limited cash from which to give. There is a deep misunderstanding […]

Budgeting and Debt Elimination Coaching

Budgeting and Debt Elimination Coaching

Need Budgeting and Debt Elimination Help? Every day we meet with couples or individuals who make a very good income, but find that they are spending more than they are earning, or have very little left at the end of each month. CIS Wealth’s Relationship Manager, Rev. Pat Hail Jr., offers Budgeting and Debt Elimination Coaching […]

AdvisoryHQ Award

AdvisoryHQ Award

AdvisoryHQ, which reviews and ranks financial firms, has added CIS Wealth to their top listings for the second year in a row. We were included specifically because of our services for the Christian community and our features of Biblically Responsible Investing, Comprehensive Services, and our Size and Experience. AdvisoryHQ developed a breakthrough “Top-Down Advisor Selection [...]
Athena’s Tips and Tidbits

Athena’s Tips and Tidbits

BRI Lab Report I know most of you may think BRI stands for “Barking Really Impressively” (I sure did before the humans sat me down and trained me on Biblically Responsible Investing, also known as BRI). In a tailwag, it allows Christians to invest their money according to their beliefs. This means that Christian financial [...]
The Good, The Bad, and The Ugly of Annuities

The Good, The Bad, and The Ugly of Annuities

Over the years, I have had clients contact me about an opportunity they have received for a fixed indexed annuity. These annuities are heavily marketed by mail, radio programs, and through free seminars at steak houses as the one-size-fits-all financial product for retirement income. There are important things to know about fixed indexed annuities before [...]