Strategies Designed to Your Specifications
We understand that your success means you require a sophisticated level of personalized attention. That’s why we are driven to offer you strategies to help protect your assets, minimize your tax burden, distribute your wealth based on your wishes, and plan for income that is sufficient to support your lifestyle and legacy.
Cash Flow Planning
Cash flow planning is designed to help you manage your income to fund your desired lifestyle. Several sources of income need to be efficiently managed, such as various compensation plans and executive stock option plans obtained over the years, as well as payments from the sale of property or a business. Each component needs to be considered as part of your overall cash flow and income planning strategy. Our analysis can help identify opportunities for improving your cash flow and optimizing your resources.
Your total wealth planning process at CIS involves our deep understanding of the tax planning process and how it impacts your portfolio. Especially with the frequency in which tax laws change, it is essential that, as wealth managers working on your behalf, we have a sophisticated knowledge of the tax issues and costs involved so we can help direct you in decisions that benefit you the greatest without unexpected, imposing tax implications.
Estate planning is designed to preserve your assets and ensure they go to the people and causes you choose. Our estate planning process delivers a plan for your assets, gives you confidence and control over your assets, and takes into consideration all estate and inheritance tax implications. Coordination of estate planning is meticulously managed by your CIS advisor to ensure that the totality of your financial life reflects what you want from your estate plan. Our team is well versed in the considerations for IRAs, pensions, trusts, insurance, and more. We work with you, your family, and your centers of influence to allow for the transfer of wealth to whom you want when you want, in an efficient manner.
One of the most important functions we serve is helping to protect all you have worked to build. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects.
Your business may be one of your largest assets, so it requires specialized attention. Business planning seeks to anticipate issues specific to your business, shareholder equity, and succession. Our team can help you plan every stage of your business, from growth to compensation and succession planning.
Determine if We’re a Good Fit
Learn how we help you invest in creating wealth,
creating the life you want to live, and creating the future you envision.