Financial Planning

Have confidence in your future when it comes to your financial planning needs!

invest with your values

Tell me more about financial planning!

Tell me more about financial planning!

Investment management and strategies to fit EVERY stage of life!
We offer complete and PERSONAL financial planning services.
Multigenerational planning with you and your children and grandchildren.
A personal, FAMILY WEBSITE to capture your heritage and legacy.

CALL (830) 609-6986 TO SPEAK WITH ONE OF OUR FINANCIAL PLANNERS TODAY!

Wealth Management Is Like A Puzzle

Financial Planning Is An Integral Piece of This Puzzle

In order to create a custom guide for you, we look at each piece of your financial puzzle with you. These steps include:

COMPLETE FINANCIAL STATEMENT
Our Financial Planning process starts first with helping you put together a complete financial statement of all your assets (everything you OWN) and liabilities (everything you OWE).
COMPLETE FINANCIAL ANALYSIS
Second, an analysis is completed of your monthly income and expenses.
QUESTIONNAIRE
Third, a questionnaire is given to determine the areas of financial planning that need to be addressed both immediately and in the future.
Wealth Management Puzzle

What Does Financial Planning Mean to You

Financial planning can mean many different things to different people depending on what stage of life they are in. We are here to help take the confusion out of financial planning by making it a personal, custom experience catered specifically to YOU and YOUR NEEDS.

invest with your values

Financial
Planning Modules

Our Financial Planning Modules are a way you can pick and choose what’s most important to you now and in the future.

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Value of Being a CIS Client

Financial
Planning Services

Our Financial Planning process begins with helping you put together a complete financial statement of your assets and liabilities.

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wealth management services

Wealth
Management

We look at each person’s individual financial profile to determine the best plan for you and your family when it comes to your wealth.

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retirement planning financial advisor

Retirement
Planning

We believe retirement planning is about starting another life that for the Christian revolves around helping and serving others.

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Ready to start your financial planning journey?

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