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
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
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.