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.