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18 Tax Strategies for 2018
18 Tax Strategies for 2018
HERE TO SERVE

We are a Christian advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

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ADVICE, NOT SALES

Because we are independently owned and operated, we have no sales quotas or large companies pushing us to sell you a financial product.

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A HOLISTIC APPROACH

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

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TRANSPARENT FEES

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

Learn more >>

HERE TO SERVE

We are a Christian advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

Learn more >>

ADVICE, NOT SALES

Because we are independently owned and operated, we have no sales quotas or large companies pushing us to sell you a financial product.

Learn more >>

A HOLISTIC APPROACH

We offer holistic wealth management with a team of experienced professionals all under one roof dedicated to serving you.

Learn more >>

TRANSPARENT FEES

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

Learn more >>

Bob Nate and Mary Jo

Schedule a complimentary 15 minute call today.

Learn more about CIS Wealth and how to get started.

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INVEST WITH YOUR VALUES

Align Your Portfolio With Biblical Principles

Values based investing integrates Christian principles into your investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not. CIS Wealth Management Group offer many choices for those wanting their investments to line up with their conservative values.

LEARN MORE ABOUT VALUES BASED INVESTING
Biblically Responsible Investing

INVEST WITH YOUR VALUES

Learn More About Biblically Responsible Investing

Values based investing integrates Christian principles into your investment portfolio. This method looks for companies to invest in that are making a positive impact on our society, as well as applying screening processes to avoid those that do not. CIS Wealth Management Group offer many choices for those wanting their investments to line up with their conservative values.

LEARN MORE ABOUT VALUES BASED INVESTING

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. Tell 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.

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24/7 ACCESS TO YOUR ACCOUNTS

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TAKE CONTROL OF YOUR FINANCIAL WORLD

Manage both your wealth and your well-being with ease of use.

ANSWERS IN THE PALM OF YOUR HAND

Complete access from the palm of your hand whenever & wherever

PROTECT YOUR IMPORTANT DOCUMENTS

Unlimited secure document storage to organize & protect
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What Makes CIS Wealth Different?

CIS Wealth Management Group is a full-service Christian Financial advisory, planning, and investment management firm of experienced professionals. We use a comprehensive team approach consisting of Registered Investment Advisors and financial planners, and partner with CPAs and attorneys all focused on understanding your total financial and wealth management needs, wants, goals and dreams.

We have both experienced and young talent to carry the firm far into the future to better serve you, your children, and grandchildren for many generations to come.

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