FINANCIAL ADVISORY SOLUTIONS

With our ongoing investment management ($100,000 Minimum Investment) and financial planning processes we stay by your side through the years to help you wisely pursue your financial goals, one step at a time. As life happens we help you make the necessary adjustments to stay on track. We believe that financial planning is a journey not a destination.

BASIC

Investment Management With Financial Guidance
(Additional Financial Planning services available for an extra fee)
$100,000 – $300,000 under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment (learn more >>)

Net Worth Statement

Financial Guidance

FOUNDATIONAL

Investment Management With Foundational Financial Planning
$300,000 – $500,000 under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment (learn more >>)

Net Worth Statement

Financial Guidance

PLUS

Retirement Planning (learn more >>)

Estate Planning2 (learn more >>)

Tax Planning2 (learn more >>)

Life Insurance Planning

Cash Flow & Debt Planning

Social Security Planning

Company Retirement Plan Review

ENHANCED

Investment Management With Enhanced Financial Planning
$500,000 – $1,000,000 under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment (learn more >>)

Net Worth Statement

Financial Guidance

PLUS

Retirement Planning (learn more >>)

Estate Planning2 (learn more >>)

Tax Planning2 (learn more >>)

Life Insurance Planning

Cash Flow & Debt Planning

Social Security Planning

Company Retirement Plan Review

PLUS

Advice On Major Purchases

Long Term Care Planning

Investment Real Estate Analysis

Planning For Future Expenditures

Creative & Deferred Gifting Strategies (learn more >>)

Planning For Sales Of Major Assets

Planning For Possible Incapacity

Proper Titling & Beneficiary Designations

COMPREHENSIVE

Investment Management With Comprehensive Financial Planning
$1,000,000+ under management

Values Based Investment Management (learn more >>)

Personal Online Financial Planning Portal (learn more >>)

Investment Risk Assessment (learn more >>)

Net Worth Statement

Financial Guidance

PLUS

Retirement Planning (learn more >>)

Estate Planning2 (learn more >>)

Tax Planning2 (learn more >>)

Life Insurance Planning

Cash Flow & Debt Planning

Social Security Planning

Company Retirement Plan Review

PLUS

Advice On Major Purchases

Long Term Care Planning

Investment Real Estate Analysis

Planning For Future Expenditures

Creative & Deferred Gifting Strategies (learn more >>)

Planning For Sales Of Major Assets

Planning For Possible Incapacity

Proper Titling & Beneficiary Designations

PLUS

Collaboration With A CPA & Attorney2

Multi-Generational Family Planning (learn more >>)

Personal Document Digitization

Asset Protection Planning

1 Asset management fee discount starts at $2,000,000 portfolio value
2 Third party CPA and attorney fees not included.

0.25% – 0.35% quarterly asset management fee for all solutions1

Stand alone financial planning services are available without investment management

CLICK ON ANY OF THE FOLLOWING TO LEARN MORE ABOUT WHAT WE OFFER

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Learn more about CIS Wealth and how to get started.

VALUES BASED

We incorporate wisdom, stewardship, and values into every aspect of our financial planning, advisory, and investment management processes. We believe that wisdom and values are key components of a successful financial plan.

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FIDUCIARY DRIVEN

We believe that our clients’ needs and welfare come first. We are proud to say that we are a fiduciary based firm, meaning that we act as a trusted financial advocate for you. We exist to serve you, not the other way around.

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