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 [...]
Welcome Mary Jo Lyons!

Welcome Mary Jo Lyons!

We are pleased to announce Mary Jo Lyons, Certified Financial Planner (CFP®), has joined CIS Wealth as a Wealth Advisor to serve the Houston and Corpus Christi areas beginning June 1st. With over 20 years of experience in the investment industry and as a Certified Financial Planner (CFP®) since 2004, Mary Jo brings extensive expertise [...]
Nathaniel Morris with CIS Wealth for 15 Years

Nathaniel Morris with CIS Wealth for 15 Years

We are so pleased to share that this May marks the 15 year anniversary since Nathaniel Morris joined the CIS team! Nate has been such a blessing to our office, and our clients tell us the same thing. We appreciate his excellent work and dedication to taking care of our clients! Check out other articles [...]
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 [...]
Memorial Day: A Time of Remembrance

Memorial Day: A Time of Remembrance

Memorial Day is unofficially the day that kicks off summer! It is often confused with Veteran’s Day because of their military similarities. While Memorial Day is a time of remembrance of men and women who died while serving, Veteran’s Day celebrates all American military veterans who served - past, present, and future. People may only [...]
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 [...]