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
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
6 Financial Habits for a Secure and Successful Retirement
Learn six practical financial habits to manage income, healthcare, and legacy for a secure and fulfilling retirement.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.