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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
Year-End Planning: Preserve, Grow, and Give
Ensure your wealth is preserved, grown, and passed on by using strategic, purposeful year-end planning for lasting impact.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Preserving the Value of Your Retirement Plan
Learn how to combat economic uncertainty, market volatility, and rising costs when shaping your retirement plan.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.