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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Here are some simple and inexpensive energy-saving tips that may help you save money.
What's your vision of retirement?
Five creative (and inexpensive) ideas for motivating your employees.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Learn about all the parts of Medicare with this informative and enjoyable article.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
Savvy investors take the time to separate emotion from fact.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Imagine your ideal post-pandemic retirement with this animated video.
What if instead of buying that vacation home, you invested the money?