CIS Wealth Management Group prides itself on being a financial firm that provides Christian financial planners to serve the city of New Braunfels and surrounding areas of Central and South Texas. Our firm opened its doors over 20 years ago with the intent of providing Biblically and morally responsible investing to our clients. Since then, CIS Wealth has continued to grow, and our Christian financial planners are now able to offer various types of investments and mutual funds that align with your Biblical principles and Christian values.
Personal And Professional Service
Our office not only offers premier Christian financial planning services, but we also aim to make our business an inviting space by offering upscale, personal service no matter what your wealth status is. From complementary cokes, coffee, and teas to fresh baked cookies and a variety of healthy snacks, we want each and every CIS Wealth visitor to feel comfortable and pampered. Our waiting area offers plush, comfortable seating as well as calm, ambient lighting with instrumental music playing in the background. All of this is available while still offering in depth, financial information from our Christian financial planners.
Christian Financial Solutions & Wealth Management
Here at CIS Wealth, offering Christian financial solutions and wealth management are only a few pieces of the puzzle when it comes to money management. Our Christian financial planners strive to build personal relationships with each and every client, guest, or potential client that walks through our doors. Our goal is education so that you can make an informed decision. There is more to wealth management than just investments, and our Christian financial planners want to explain the various options that you have in order to create a successful wealth management plan. These areas include:
Financial PlanningFinancial planning is the all encompassing goals that you have for your wealth, finances, and valuables. It involves investments and making sensible decisions with your wealth, including the incorporation of morally responsible investing through the help of a Christian financial advisor in a firm like CIS Wealth.
Investment ManagementThrough morally responsible investing combining Christian and Biblical principles, CIS Wealth can design a diversified investment portfolio utilizing a tactical asset allocation arrangement to help you address your financial wants, ambitions, and goals while using non-biased fee based advice from our Christian financial planners.
Retirement IncomeWhat are your goals, hopes, and dreams for retirement? Do you have enough saved up for retirement? Is it just enough to get by or do you want to travel, sell your home, or even purchase an RV? All of these are areas to consider when it comes to planning for your retirement. The earlier you begin saving for retirement, the better. If you are close to retirement and want to ensure that you are on the right path, then you should check out our Fit To Retire® page. CIS Wealth has a certified Fit To Retire® coach who is here to help ensure that you are on the right path towards retirement!
Tax PlanningDid you know that yearly taxes can seize up to half of your income? Let the CIS Wealth Christian financial planners work in combination with your CPA to help you both legally and morally attempt to lower your taxes to the bare minimum each year.
Risk ManagementWhether you currently have an insurance advisor, or you need one with which to collaborate, CIS Wealth works with our clients to form an individual plan to aid in protecting your assets from unforeseen events.
Estate PlanningThe CIS Christian financial planners will collaborate with your estate planning attorney, or other individuals after analyzing your present estate plan. We want you to be completely confident in your present estate plan when it comes to procuring a strategy with which you are fully satisfied.
Multigenerational PlanningWe never know what lies ahead when it comes to the future. However, you can be prepared monetarily and provisionally for your spouse, children, and grandchildren through multigenerational planning.
Planned GivingWhere do you want your assets to go once you pass? What do you want your money to support in the here and now? Through planned giving, our Christian financial planners can help you find an answer to these questions, as well as create a planned giving strategy.
If you are ready to learn more about CIS Wealth Management Group and what our Christian financial planners have to offer, please do not hesitate to contact our office to schedule an appointment or speak with a representative for more information. We look forward to meeting with you and helping you invest with your Biblical principles at the forefront!