Send Us Your Prayer Requests

Send Us Your Prayer Requests

If you have a prayer request, we would love to add you to our prayer request list. Our very own Pat Hail has a special prayer request board in his office where he writes down each request as a reminder to pray throughout the day/week. The staff also prays together every morning and takes time [...]
Working Together to Provide Hurricane Relief

Working Together to Provide Hurricane Relief

Image from Hailey Branson-Potts/Los Angeles Times We all heard about Hurricane Harvey and its aftermath. The center of the hurricane was located directly over Rockport, and wind speeds reached 115-130 mph, leaving destruction in its path. We are confident, over time, that Rockport will be restored back to the beautiful coastal community where many of [...]
Set Appointments Online

Set Appointments Online

Our goal is to serve you in a personal way while offering the latest in technology. Therefore, we are proud to share that you can now set appointments online with Bob or Nathaniel! Instead of having to call during office hours to set an appointment, you can now pick a time that works for you, [...]
CIS Wealth Management System Vault

CIS Wealth Management System Vault

Have you ever misplaced an important piece of paper and searched hours or even days for it? Have you ever worried about losing your important files in case of a disaster at home that could destroy them? Have you ever been out of town and needed to access a file on your computer’s desktop at [...]
CIS Wealth Management System App

CIS Wealth Management System App

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CIS Wealth Management System Budgeting Tool

CIS Wealth Management System Budgeting Tool

Budgeting in the CIS Wealth Management System is a quick and easy way to stay on top of your expenses, and in turn stay on top of your financial goals. Expense transactions feed into your budget and are applied to budget categories you set. You can have the system memorize transactions so that budgeting becomes [...]
CIS Wealth Management System Complete Account Integration

CIS Wealth Management System Complete Account Integration

Account integration provides the capability to bring together ALL of your financial accounts and holdings in one place. Investment Banking Retirement Credit Cards Real Estate and more Instead of having to go to each separate bank account, credit card account, debit card account, savings account, and investment account on a daily or weekly basis, you [...]
CIS Wealth Management System

CIS Wealth Management System

Newly Upgraded and Easy to Use The new online profile homepage showcases your investment accounts and can show you your complete financial picture instantly. Read on for more information how this system can help you manage your finances at the click of a button (or tap of a screen)! We are happy to share that [...]
Are You A Family Steward

Are You A Family Steward

By Mary Jo Lyons, CFP® What does steward mean? stew·ard \ˈstü-ərd, st(y)u̇rd\ noun 1. a person who manages another’s property or financial affairs; one who administers anything as the agent of another or others. 2. a person who has charge of the household of another, buying or obtaining food, directing the servants, etc. verb 3. [...]