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. [...]
There’s An App For That!

There’s An App For That!

CIS Wealth Management System Did you realize that you can check your account balances, access important documents and track your complete financial picture through the CIS Wealth Management app on your smart phone or tablet? The CIS app gives you instant access to all this and more from anywhere. If you don’t already have the [...]
Staff Favorite Summer Activities

Staff Favorite Summer Activities

Bob My favorite summer activity is the same as a my wonderful wife’s, Rachael. We’ve been going to Keystone, Colorado for over 30 years now in the summer. Summer in the mountains means crisp cool mountain air, hiking numerous trails, mountain biking, fly fishing, fellowship with our Colorado clients and some time away from it [...]
Saving Kittens

Saving Kittens

CIS Wealth Team Members Foster Kittens Through The Humane Society of the New Braunfels Area! By Jenna Barber-Peters Did you know that we are in the middle of kitten season? Because of the large amount of kittens entering local humane societies, foster homes are very important. Bob, Rachael, and I have been pulling up our [...]