(830) 609-6986

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WHAT IS THE VALUE OF BEING A CIS CLIENT?

We provide our clients with holistic wealth management along with our fee based, Biblically responsible investment services.

We believe wealth management is about more than just investing in a few mutual funds, stocks or an annuity. It is a holistic approach of how your investments completely integrate with the other aspects of your financial picture. These holistic wealth management services are included in our transparent investment fees that you can learn more about here.

WHAT IS THE VALUE OF BEING A CIS CLIENT?

We provide our clients with holistic wealth management along with our fee based, Biblically responsible investment services.

We believe wealth management is about more than just investing in a few mutual funds, stocks or an annuity. It is a holistic approach of how your investments completely integrate with the other aspects of your financial picture. These holistic wealth management services are included in our transparent investment fees that you can learn more about here.

health score double circles

WHAT’S YOUR FINANCIAL HEALTH SCORE?

Get started with our complimentary Financial Health Quiz

OUR HOLISTIC WEALTH MANAGEMENT SERVICES INCLUDE:

Investment Management

Retirement Planning

Tax Planning

Estate Planning

Holistic Financial Planning

Educational Planning

Risk Management

Budgeting

Planning for Incapacity

Planned Giving

Multigenerational Planning

Essential Document Integration

Business Succession Planning

Executive Compensation

Titling & Beneficiary Designation

Bob Nate and Mary Jo

Schedule a complimentary 15 minute call today.

Learn more about CIS Wealth and how to get started.

SOME OF THE BENEFITS OF BEING A CIS CLIENT INCLUDE…

Investment management and strategies to fit every stage of life
Personal financial planning services
Tax planning strategies to possibly lower your income taxes**
Retirement lifetime income planning
Retirement life coaching
Estate planning advice and strategies*
Comprehensive risk management assessment for liability exposure*
Long-term care planning
College funding planning for your children and grandchildren
Multi-generational planning with you and your children and grandchildren
Consultation meetings with you and your CPA/accountant and attorney*
Financial analysis for major purchases like real estate (home, farm and ranch, vacation home, rental properties and remodeling), recreational vehicle and automobile, airplane, boat, etc.
Creative and Deferred Giving Strategies to fund the causes you care about
A personal, comprehensive, mobile friendly website, that integrates your complete financial picture in one secure location

*We bring together an experienced team of autonomous professionals that work together to serve our clients’ total wealth management needs. These professionals may charge a separate fee for their individual services.
**Seek the advice of a Certified Public Accountant (CPA) as tax laws are constantly changing and vary depending on each individual situation

Do your investments reflect your values? Request your complimentary personal Moral Report to find out.

VALUES BASED INVESTING

We integrate Biblical guidelines within our investment portfolios using screening processes to make sure your investments line up with your Christian values.

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WHO WE ARE

We are a Christian advisory, financial planning, and investment management firm of experienced professionals ready to serve you.

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HOW WE ARE PAID

Our simple fee based approach takes away any potential conflict of interest or influence a large investment company could have over us.

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HOW WE ARE DIFFERENT

We have a set of guiding principles that we follow based on Biblical values in order to serve clients with the utmost standard of care.

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LEARN MORE ABOUT BECOMING A CLIENT

We would love to meet you and tell you more about our firm!

LEARN MORE ABOUT BECOMING A CLIENT

We would love to meet you and tell you more about our firm!

1. Make An Appointment

We would love to get to know you and learn more about your financial goals.

2. Tell Us Your Financial Goals

Together, with a personal assessment, we can chart a roadmap of your financial vision for the future.

3. We’ll Make Your Plan A Reality

You are now ready to begin your personal journey towards pursuing your wealth management goals.

READY TO START YOUR FINANCIAL JOURNEY WITH CIS WEALTH?

We have 3 easy contact methods!

OPTION 1

Call Us At (830) 609-6986

OPTION 2

Fill Out The Form Below

OPTION 3

Schedule An Appointment Now

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