C.S. Wilson & Associates
Education Credit Union and C.S. Wilson & Associates have teamed up to provide financial planning for our members. Cathy Wilson, Certified Financial Planner, and Jason Dettman, Financial Advisor, are here to help ECU members achieve their financial goals. Their office is in our Hillside Branch at 6201 Hillside. Call 806/322-1250 to set up an appointment today. For more information, log into their website at www.cswilson.net.
Offered by the C.S. Wilson Team*
- Customized Financial Planning
- Asset Allocation Modeling (conservative to aggressive growth)
- Fee-Based Asset Management (using no-load funds)
- Educational Funding Strategies
- Insurance Evaluation (life and long term care)
- Retirement Planning (IRAs, Traditional, Roth, 401k Plans, Simple IRA Plans, 403b's)
- Estate Planning and Protection
- Beneficiary Check-ups
- Diversity and Rebalancing Audits
In 1983, Cathy began her career in the financial business, and by 1985, she established her own business called C.S. Wilson & Associates. For over two decades, Cathy has made a commitment to always put her client's best interest first and foremost. She has built a very successful business, based on her strong belief of honesty and integrity.
Cathy graduated from Wayland Baptist University in 1975, received her master's in 1978 and continued her education by earning the designation of Certified Financial Planner in 1987.
Jason Dettman, the newest member of C.S. Wilson & Associates, graduated from West Texas A&M University with a degree in business management. Jason's passion for the complexities of investment management and for helping his clients begin the financial process make him a perfect fit for helping ECU members. After being pursued by many larger firms, he decided that C.S. Wilson & Associates matched his philosophy of personal service, integrity and always putting the client first.
Jason is a Financial Advisor for C.S. Wilson & Associates, and his office is located at 6201 Hillside, right inside the Hillside Branch. Jason wants to provide ECU members with the most complete, flexible and diversified financial services available.
*Stocks, bonds, mutual funds, fixed and variable annuities are not guaranteed by the federal government, not guaranteed by The Education Credit Union (TECU), and not guaranteed by the NCUA. These products are not issued by TECU and they involve risks, including market volatility and the possible loss of some or all of the principal investment.
Securities and Advisory Services Offered Through Multi-Financial Securities Corp. Member NASD – SIPC.
C.S. Wilson, The Education Credit Union, and Multi-Financial Securities Corp. are not affiliated companies.