How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreWhat We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation and wealth preservation.
Learn MoreOur Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreOur 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 UsHelpful Content
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.