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:
Our Six 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 accounts 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.