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
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
It's important to insure the life of a stay-at-home parent to protect the value they bring to the family.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
Here are five facts about Social Security that are important to keep in mind.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are four very good reasons to start investing. Do you know what they are?
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Making the most of surprises is a great reason to work with us.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how to set up your financial goals for success? This knight does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A couple become Retirement Plan Detectives, searching records from old employers.