Client Solutions

Client Strategies For Estate & Financial Planning Nationwide

We help clients, locally and nationwide, ensure their advisor strategies, estate planning, and financial planning are complete. If you’re concerned about your family’s future, preserving your assets or estate, or simply making sure that your healthcare planning is thorough, CSI can help. Schedule a consultation to meet with one of our financial advisors anywhere nationwide. Our team is committed to helping you find financial stability and financial freedom for your future.

The CSI Difference: Your Partners in Advisor Strategies and

Financial Planning

Whether you’re looking to get your financial questions answered, or learn about protecting your family business and assets, we can help you! We have the solutions to help you keep control of your finances, and make a plan for stress-free retirement. Contact us today and let's get started with your financial planning. CSI Financial Group will help you find peace of mind in all types of financial planning:

• Advisor Strategies
• Estate Planning
• Retirement Planning
• Family Planning
• Trusts for Minors
• Asset Preservation
• Wealth Management
• Free Educational Workshops & More

What the Ballooning National Debt Means to You  

Learn about the growing national debt and unfunded liabilities and how this massive debt has exploded recently. We share what CSI can do to help remove yourself from that future problem with tax mitigation. Now is the time to divorce the IRS.

Courses to Increase Financial Literacy

Sign Up for Educational Financial Workshops

Financial Workshops can help anyone in the family to increase their financial literacy. Want to learn more about the basics of estate planning, healthcare planning, and the many aspects of financial planning? Click below to sign up!

7 Reasons to Book a Consultation with a CSI Financial Advisor

Getting Started is Easy

Creating a plan to decide who receives property and assets while still living is much easier. CSI has a proven path to follow and dedicated financial Advisor Partners to take care of you every step of the way. Some simple financial planning prevents various problems, like an expensive and long probate period, negative family dynamics, and more. With a simple phone call, CSI’s experienced Advisor Partners can answer your questions and help bring you peace of mind.

Family Trusts for Minor Children

Trusts for minors are usually established by parents or relatives who want to leave property and/or assets to minor children in case of death. A trusted adult is usually named to act in the children's best interests until they are old enough (18, 21, or 25) to be financially responsible. We will design a plan that is custom-fit for your goals and objectives.

Advanced Medical Directives & Healthcare documents

It’s a secure online platform that makes it easy to create and maintain your personal Medical Directives from the comfort of your own home. It includes Durable Power of Attorney for Health Care; Living Wills; Advanced Medical Directives; HIPAA Medical Privacy Statements; and Durable Agent Notices (for Health Care).

Protect a Family Business

There are approximately 28.8 million small businesses in the United States. 19% are family-owned businesses that employ about 60% of the U.S. workforce and generate about 64% of America’s gross domestic product (GDP). The dynamics and challenges that are faced by family-owned businesses can be structured with the best in mind for all concerned.

Free Educational Workshops

In communities throughout the United States, many of our Advisor Partners hold free educational workshops about estate and financial planning topics. To learn more about upcoming events in your area, simply fill in the form or give us a call.

Blended Family Dynamics

There are unique challenges for blended families when it comes to addressing estate and financial planning concerns. Let us help you take the guesswork out. We’ll consider your special circumstances and ensure that your plans meet your needs today and in the future.

Afraid of Outliving Retirement Savings?

Did you know 82% of seniors are concerned about outliving their money as they age? It’s the #1 thing that scares elders about retirement. Our CSI Advisor Partners deploy tried and true strategies to help keep you in control of your finances so you can enjoy retirement in peace.