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
Rules for Withdrawals from 529 Higher Education Savings Plans and Coverdell Educational Savings Accounts (ESA).
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.
Take a closer look at these highschool graduation photos to see if you can guess which CIS Wealth staff they belong to!
Advice for the recent grad in your life on making their dorm space a home away from home when they go off to college!