A Message From CIS Wealth

A Message From CIS Wealth

As both Wealth Advisors and Certified Kingdom Advisors®, our role is to help people integrate their faith with their finances. During this unprecedented health and financial crisis, there is no better time to rely on our faith, even when it may be tested beyond measure. We don’t know the future, but remain confident that the [...]
Bi Weekly Financial Podcast

Bi Weekly Financial Podcast

Listen to our podcast Christian Financial Perspectives! All our podcast episodes are available on iTunes, Spotify, Stitcher, GooglePlay, or our podcast website www.christianfinancialperspectives.com. There are over 65 episodes to choose from covering extensive topics with more being released biweekly. Some of the most popular episodes are: Loss Of A Spouse >> Sudden Wealth Syndrome >> [...]
Our Wealth Management Processes

Our Wealth Management Processes

The earth is the Lord’s, and everything in it, the world, and all who live in it. Psalm 24:1 (NIV) WHO WE ARE We are a values based and fiduciary driven firm offering financial planning & advice, retirement planning, and investment management. We use a comprehensive team approach consisting of Registered Investment Advisors and financial [...]
Text Messaging With CIS Wealth Now Available

Text Messaging With CIS Wealth Now Available

We are excited to announce that you can now text the team at CIS Wealth! As we continue to improve and develop our customer experience we have added another convenient way you can reach us. See the text numbers below to reach us. Please remember that any written requests to withdraw funds need to be [...]
Make 2020 The Year It Gets Done

Make 2020 The Year It Gets Done

Procrastination is the #1 reason for financial failure. Many find themselves in a vicious rotating cycle, as described below, of putting off financial matters that need to be done NOW. Could you be in this cycle? It’s January but we are just now getting over December, could we get this done in March? It’s March [...]
Dealing With Life’s Transitional Moments

Dealing With Life’s Transitional Moments

Everyone Needs To Determine Their Financial Staying Power Some life transitions, such as a career change or marriage, are planned, but a job loss or divorce can be sudden and unexpected. One common thread that accompanies all transitions, however, is the concern about whether there will be enough money to maintain your lifestyle. The timing [...]
It’s In There

It’s In There

By Mary Jo Lyons, CFP® A friend recently asked me “exactly how does the Bible address financial planning and investment management principles?” I provided a short summary of the principles below but my response was not as polished as it should have been. I vowed to be able to answer this in a more thoughtful [...]