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
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.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.