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What Does CSI Do?

We specialize in retirement and estate planning for pre-retirees and retirees. Our approach is holistic and addresses all 6 areas of financial management:

  • Cash Flow Management; Emergency Fund, In-flows, Out Flows, Major Purchases, Retirement Income.

  • Insurance Protection: Home, Auto, Liability, Health, Disability, Long-term Care and Life

  • Debt Management: Mortgages, Auto Loans, Credit Cards, College Loans, Personal Loans

  • Investment Management: Retirement Accounts, Tax-free Accounts, After Tax Accounts, and
    Opportunity Account like a Private Reserve

  • Tax Minimization: Today, Over your lifetime and for Heirs at your passing

  • Estate Planning: Trusts, Wills, Powers of Attorney for Health Care and Powers of Attorney for
    Finance. Saving money, Control, Ease, and Results.


We work with your other professional advisors; like CPA, Attorney, Mortgage Broker, Property and
Casualty Insurance agent, and Health Insurance agent, to put everyone on the same page to create a comprehensive, tailor made plan that you like and understand.

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