How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation and wealth preservation.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
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.Contact Us
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Here are five facts about Social Security that are important to keep in mind.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
A quick look at how federal income taxes work.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The true cost of raising a child may be far more than you expect.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Have you explored all of your choices when it comes to managing your taxable income?