About Our Wealth Management Process

We believe wealth management is about more than just investing in a few mutual funds, stocks or an annuity. It’s a holistic approach to how all your investments integrate with many other pieces of a financial puzzle including retirement planning, income tax planning, protection from unforeseen circumstances, integrating an estate plan for multiple generations, planning in case of incapacity and the list goes on. We look at 15 different categories of wealth management with you to make sure nothing is missed and create a plan for you and your family.

About Our Wealth Management Process

We believe wealth management is about more than just investing in a few mutual funds, stocks or an annuity. It’s a holistic approach to how all your investments integrate with many other pieces of a financial puzzle including retirement planning, income tax planning, protection from unforeseen circumstances, integrating an estate plan for multiple generations, planning in case of incapacity and the list goes on. We look at 15 different categories of wealth management with you to make sure nothing is missed and create a plan for you and your family.

Click on any of the wealth management pieces below to learn more!

Planning for Incapacity
Business Succession Planning
Executive Compensation
Titling and Beneficiary Designation
invest with your values

Invest
With Your Values

retirement planning financial advisor

Plan
For Retirement

Value of Being a CIS Client

Benefits
Of Being A CIS Client

churches and ministries financial planning

Support
Churches & Ministries

Bob Nate and Mary Jo

Schedule a complimentary 15 minute call today.

Learn more about CIS Wealth and how to get started.

TELL ME MORE ABOUT WEALTH MANAGEMENT!