CS Advisors works with a number of other professionals to help you with all of your financial concerns. Having a team working together in your best interest means less time and frustration on your part in trying to put the pieces together. Whether you already have a professional you have a relationship with or are looking for a referral to a new trusted source, CS Advisors receives no compensation for referrals, so you can always be sure we are working in your best interest.

 

Consultation with Your Tax Professional

• Periodic review of tax brackets for appropriate investment selection

• Accurate maintenance of cost basis records

• Quarterly reporting of estimated taxes

• Estimation of capital gains for tax planning

• Review of custodian's 1099

 

Coordination with Your Trusts & Estates Attorney

• Titling of assets

• Proper funding of trust accounts

• Income distributions to trust beneficiaries

• Designation of beneficiaries

 

Consultation with Your Insurance Agent

• Using a financial plan, we can help you decide how much life insurance you actually need

• Help with long-term care planning

• Help deciding how much liability insurance you need

• Evaluate annuities and make sure they fit into your retirement plan and are in your best interest