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C.S. Wilson & Associates - Amarillo, TX

Call Us: (806) 352-9251

 
Independent. Our Team. Our Services. Our Approach.

How We Do Business

 

Our experienced professionals have helped many people just like you pursue their financial objectives.

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What We Can Offer You

 

We educate our clients and take the mystery out of investing, insurance, estate conservation and wealth preservation.

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Our Professionals

 

Our team approach offers a range of services to provide more benefits to our clients.

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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.

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Determine your potential long-term care needs and how long your current assets might last.

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Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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This calculator shows how inflation over the years has impacted purchasing power.

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Use this calculator to better see the potential impact of compound interest on an asset.

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