How do you Define Success?
Start where you are
Think about it. You’re doing well and you’re starting to envision the future. Imagine what your life will be like when you can step off the treadmill. When you’re ready to begin a strategy to pursue the future you imagine, let’s start with a conversation.
A ten-question risk assessment is not a financial plan. It starts with getting to know you. No one would turn over a life savings to build a home without a blueprint, don’t make that mistake with your retirement savings. Start by building a plan!
Your vision Your Plan
Let’s get real, a goal without a plan is nothing more than a wish. Successful wealth management is a major component to long term planning. With your plan leading the way, we can help you maximize the resources you have to put you on a path and help make your vision a reality.
Of course in the real world, there are bumps along the way and many decisions you will make can have lasting consequences. Whether it’s wealth preservation, income planning or rollover options; we are here to educate. Making informed decisions can help maximize flexibility and keep you on path.
Our Guidance Your Path
You can do anything, you just can’t do everything.
We believe in “specialists.” Our special skill set starts with your personalized plan including:
- Targeted investment management
- Income distribution models
- Retirement account rollovers and options
- Coordination with estate and tax professionals
As the road you’re on takes inevitable twists and turns, we can help navigate and stay the course.
207 NE 19th Street
Our first priority is helping you take care of yourself and your family. 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 my foundation of success.
Investment advisory services offered through Cascadia Advisory Services, LLC (CAS) an SEC Registered Investment Advisor. CAS is under separate ownership from any other named entity.