Our Services

HELPING YOU GROW, MANAGE, PROTECT, & UTILIZE WEALTH ACCORDING TO BIBLICAL PRINCIPLES.

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Wealth Management

Learn about the many pieces involved in your wealth management process, from financial planning to investment management.

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Retirement

We have retirement strategies for every stage of your life. Not sure where to start? CIS Wealth would love to be your retirement guide!

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Investments

Check out our financial planning process including different modules that allow you to pick and choose what’s most important.

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Churches & Ministries

Planned giving via charitable gift annuities are a great way to make a lasting impact on those ministries closest to your heart.

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Interested in investing in Christian mutual funds?

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You are only 3 steps away from preparing for your financial future!

1. Make An Appointment

We would love to get to know you and tell you more about our services.

2. Share Your Story

Together, we can chart a roadmap of your financial vision for the future.

3. Start Your Journey

You are now ready to embark on the first steps towards your financial goals.