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207 S Denton Tap Road
Suite 700
Coppell, TX 75019

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Scott Berry, AAMS®

972-462-0915 

 
The Cycle of Investing

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—or looking to better understand certain investment ideas—CSB Wealth Management can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation for success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.



Services

As a full-service financial consultant, CSB Wealth Management offers clients access to an assortment of quality, non-proprietary investment choices. If you would like any further information about these topics, or other areas of investing, please don't hesitate to contact us, by phone or e-mail. We can help you make sense of today's investment climate.

  • Tax-advantaged investing- to help manage your tax liability and let more of your money work for you
  • Retirement planning- to design an investment strategy to help you pursue all of your retirement goals
  • Investment portfolio analysis- to keep you informed of how your investments are performing, and to make adjustments as needed
  • Annual portfolio review- to review your current holdings and help you make any necessary changes or adjustments
  • Long-term care- helping to ensure that you and your heirs are well cared-for
  • Life insurance- helping to provide financial protection for your loved ones

Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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