Why Cade Financial Services is Different

My services are set up very differently than what you have likely experienced in the financial industry. While anyone can claim to be an “advisor” or “financial planner,” the truth is very few can state all of the following, which makes Cade Financial Services extremely unique: 

•  As a truly Independent Advisor, who owns his own practice I work only for my clients.

• What size company do you prefer to work with? A large company is always focused on bringing in more and more clients. You will work with one advisor one day, and a different advisor or their assistant the next. That advisor's loyalty will always be to the company that signs his paycheck - not to you. Or do you prefer a one-on-one relationship, where you will always work with the same advisor who maintains a small client base in order to provide great service, is loyal to you, and whose paycheck you sign? 

•As a Investment Adviser  representative, I have a clear legal  duty to put your best interest first. It’s  called a fiduciary duty. 

•As a Certified Financial  Planner (CFP), I have met the education, examination, experience, and ethics  standards established by the Certified Financial Planner Board of Standards. An  “advisor” with a Series 7 or insurance license has a license to sell, not an  educational credential, which ensures that they are a salesperson with  financial and legal loyalty to their employer – not to you.

•As I believe in quality over quantity, I am not in the asset gathering business. By never having more than  10 active corporate retirement plan clients at any one time, I can offer personalized service that cannot be found at large firms that have hundreds of  clients and teams of assistants.

Securities and Advisory Services Offered Through Harbour Investments, Inc. Member FINRA & SIPC  www.finra.org www.sipc.org http://brokercheck.finra.org  
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Securities Licensed in WI & MN