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
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Threat of Identity Theft
An article informing readers about the threats of Identity Theft.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
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.
Building a Financially Informed Legacy
Financial legacies are built through education and stewardship. Prepare your family for long‑term wealth decisions.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.