WHAT’S YOUR FINANCIAL HEALTH SCORE?
Get started with our complimentary Financial Health Quiz
Learn about the many pieces involved in your wealth management process, from financial planning to investment management.
Our investment advisors offer 12 different types of strategies from which to choose. All of our strategies strive to be as Biblically Responsible as possible.
We have retirement strategies for every stage of your life. Not sure where to start? CIS Wealth would love to be your retirement guide!
Protect your family’s financial legacy long after you are gone with a personal trust. Learn more about how CIS Wealth can help!
Financial Health Score
Whether you are looking for an advisor immediately, or just beginning your research, it’s helpful to know how you stand. This quick, 5 minute self-help tool will systematically assess your current situation and highlight potential improvement opportunities for you!