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C.S. Wilson & Associates - Amarillo, TX

Call Us: (806) 352-9251

 
Independent. Our Team. Our Services. Our Approach.

How We Do Business

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You

 

We educate our clients and take the mystery out of investing, insurance, estate conservation and wealth preservation.

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Our Professionals

 

Our team approach offers a range of services to provide more benefits to our clients.

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Our firm believes that each client is unique and that everyone needs some level of financial planning.

 

C.S. Wilson & Associates, a wealth management firm, is located in Amarillo, Texas. We understand that individuals face unique challenges as they build wealth and plan for the future. We can help take the complexity out of preparing for today and tomorrow.

Whether your goal is preparing for retirement, saving for college or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services and have all attained the designation of Certified Financial Planner (CFP). Beginning with the inception of our firm in 1985, we have helped our clients address their present needs while also planning for the future. We look forward to working with you through all stages of your life.

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Helpful Content

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

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