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Easy Financial Management

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Are you using our CIS Wealth Management System? As a client, this is your personal CIS Wealth account consolidation system… and so much more. The CIS Wealth Management System provides the capability to bring together ALL of your financial accounts and holdings in one place. Not only can you view your investment accounts with CIS Wealth, you can connect any other bank, credit card, or financial account as well as store electronic copies of important documents in a digital vault. This system easily creates your entire financial picture in one secure location. With the information you enter you can also create financial reports. There is even a budgeting tool to track and control your expenses. To get started, or if you’ve set up your profile and you need help to use the system to its fullest, contact our office at 830-609-6986 and ask for Kirsten Otto.

Click here for more information on the CIS Wealth Management System

Click below to read other articles from the CIS Wealth August 2016 Newsletter

College Savings Plans

College Savings Plan

Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA).

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Stock & Bond Market Strategies

A Strategy for Today's Stock and Bond Market

If you have been an investor for at least 10 years and you have a buy and hold investment portfolio, now may be the time to get tactical.

LEARN MORE

Which Staff Do These Grad Photos Belong To?

CIS Wealth grad photos

Take a closer look at these highschool graduation photos to see if you can guess which CIS Wealth staff they belong to!

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Making Your Grad’s Dorm More Like Home

Making A College Dorm A Home Away From Home

Advice for the recent grad in your life on making their dorm space a home away from home when they go off to college!

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July 29, 2016in Newslettersby admin

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CIS WEALTH

CIS Wealth is headquartered in Central Texas and serves clients nationwide with offices in New Braunfels and Boerne, Texas. Our focus is guiding you toward your financial goals by integrating values based advice into financial planning, retirement planning and investment management.

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Investment advisory services offered through Christian Investment Advisors Inc. DBA CIS Wealth Management Group, a registered investment advisor. Christian Investment Advisors Inc. is a registered investment advisor in Texas, Colorado, and California.
This site is published for residents of the United States only. CIS Wealth Management Group, 672 Ridge Hill Drive Suite A1, New Braunfels, TX 78130
MENU
  • Who We Are
    • Close
      • Who We Are
      • Our Team
      • Our Guiding Principles
      • How We Are Paid
      • How We Are Different
      • Values Based Investing
    • Close
  • What We Offer
    • Close
    • Financial Advisory Solutions
    • Investment Management
    • Financial Planning
    • Retirement Planning
    • Personal Trust Services
    • Close
  • Education Center
    • Close
      • E-Newsletters
      • Podcast
      • What The Bible Says About Finance
    • Close
  • Contact