Did you realize if you have a fee based managed account with CIS Wealth and are paying our annual advisory fee, you also have access to more services for no additional charge? Below is a list of these services:
- A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure location
- Personal financial planning services
- Estate planning advice and strategies*
- Tax planning strategies to possibly lower your income taxes**
- Comprehensive risk management assessment for liability exposure*
- Retirement lifetime income planning
- Retirement life coaching
- Long-term care planning
- Multi-generational planning with you and your children and grandchildren
- Consultation meetings with you and your CPA/accountant and attorney*
- College funding planning for your children and grandchildren
- Financial analysis for major purchases like real estate (home, farm and ranch, vacation home, rental properties and remodeling), recreational vehicle and automobile, airplane, boat, etc.
Want to take advantage of one or more of these services? Contact us today at 830-609-6986.
* We bring together an experienced team of autonomous professionals that work together to serve our clients’ total wealth management needs. These professionals may charge a separate fee for their individual services.
** Seek the advice of a Certified Public Accountant (CPA) as tax laws are constantly changing and vary depending on each individual situation