CSIC focuses on the variables we can control and protects against many of the ones we cannot. The world of markets, economies, and even politics is in great flux today. In many ways, it seems like a new world out there. We have tailored our approach accordingly. Instead of hiding from these new realities, we concentrate our efforts on what has long proven to be the most significant force influencing personal real-life financial outcomes: the behavior and decisions made by the client.
As life changes and financial issues arise, CSIC is your resource to optimize these predictable and unpredictable circumstances. Marriage, divorce, birth and death in your family, changing homes, changing jobs, and a change in your vision of retirement all require a financial response. We are here when you need us.