Process & Collaboration
-
Regular Reviews -- Plans are not static; they are reviewed and updated regularly to account for changes in your life and financial priorities.
​​
-
Client Collaboration -- You work directly with an advisor to determine if your investments align with your long-term goals.
​​
-
Account Access -- Digital tools allow you to access your accounts, track progress toward your goals, and safely share information with your advisor.
​
-
Investment portfolio reviews -- we offer a "second opinion" for clients with existing portfolios to review whether their current investments and risk levels are appropriate for their financial goals.
1
Goal-Oriented Planning:
The process begins by identifying your specific goals, such as retirement, education funding, purchasing a home, or leaving a legacy.
2
Risk Assessment
Financial advisors at Cade Financial Services take into account your comfort level with investment risk to recommend appropriate investment strategies.
3
Comprehensive Financial Picture
A full view of your current assets, liabilities, and financial situation is developed to create a personalized plan.
4
Investment and Asset Allocation
Recommendations for investments and asset allocation are based on your individual goals and risk tolerance.
5
Wealth Accumulation & Management
Strategies to grow your money and build wealth are designed to fit your unique circumstances. In our general "financial planning" capacity, we can help clients manage and grow their wealth over the long term.
6
Personalized Financial Strategies
Since we keep a small client base, Cade Financial Services tailors flexible financial solutions for individuals, families, and small to medium-sized businesses.
7
Protection Strategies
Services to help protect the assets you've worked hard for.
8
Tax and Estate Planning
Guidance to manage taxes and coordinate with other professionals, like attorneys, to create trusts and protect your legacy.