Your Family Legacy. Preserved.

Your Family Legacy. Preserved.

CIS Wealth is proud to announce we now offer our clients a complimentary personal FamilyArc™ website valued at $1,200. FamilyArc™ is a private, digital, online archive platform that allows families to capture, catalog, and celebrate their legacy. FamilyArc™ provides a museum-quality, secure space to save your family’s memories, documents, images, and more in one digital [...]
Do you need a Wealth-Inheritance-Legacy Plan?

Do you need a Wealth-Inheritance-Legacy Plan?

As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.

Guaranteed Retirement Income For Life

Guaranteed Retirement Income For Life

It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.

7th Principle of Biblical Wealth Management: Heritage Planning, Part IV

7th Principle of Biblical Wealth Management: Heritage Planning, Part IV

This will be the last and final part on Heritage Planning.   Last week we covered the first 6 of the 12 Elements of Preserving Family Wealth.  I would invite you to go back and read the first 6 elements if you missed last week.  Today I will cover elements 7-12.

7th Principle of Biblical Wealth Management: Heritage Planning Part I

7th Principle of Biblical Wealth Management: Heritage Planning Part I

Wisdom, Family Values, Money…if you could only leave two of these things to your children, which ones would they be? We’ve all heard of Estate Planning, but how about “Heritage Planning?” Today, and for the next few weeks, I’d like to talk to you about Heritage Planning.