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
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The true cost of raising a child may be far more than you expect.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Probate can be a completely public process, or it can be managed to include as little information as possible.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Five strategies for managing your student debt.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
Are you ready for retirement? Here are five words you should consider.
Agent Jane Bond is on the case, cracking the code on bonds.