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
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, infiltrating the world of bonds.
This worksheet can help you estimate the costs of a four-year college program.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
In the face of divorce, making changes to insurance coverage may be overlooked.
The item most homeowners forget on their home improvement project checklist is insurance.
Calculating your potential Social Security benefit is a three-step process.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Why are 401(k) plans, annuities, and IRAs so popular?
Three things to consider before dipping into retirement savings to pay for college.