Value of Being a CIS Client

What is the Value of Being a CIS Client?

Below is a list of services provided for our clients.

Click on the links below to learn more!

Retirement life coaching
Long-term care planning
College funding planning for 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.

*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

We recommend checking out these other areas of our website!

invest with your values

With Your Values

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For Retirement

Wealth Management