Duprez Financial

CONNECT

Address:

2411 N. Oak Street Suite 305 S
Myrtle Beach, SC 29577

Phone:

843-445-6124

Fax/Other:

843-443-3153

What is a CIS™? & What can a CIS™ do for you

What is a CIS™?

A CIS™ (Certified Income Specialist™) is a professional financial services designation granted by the Institute of Business and Finance.

What a CIS™ can do for you

Create a Sound Financial Solution


  • Analyze your current situation
  • Design an investment plan
  • Implement a strategy based on your risk level



Increase Your Portfolio



  • Understand the role of equities and debt instruments
  • Determine which investments are appropriate
  • Establish a review and rebalancing schedule



Enhance Your Retirement Income



  • See the difference between withdrawal plans
  • Emphasize safety while maximizing monthly income
  • Use investments that include guarantees



 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck