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How We Work

For a quarter of a century, we have utilized proven strategies of individualized planning and investment selection to help our clients set a course towards accomplishing their financial objectives. We work to help our clients maximize their financial resources to move forward no matter their stage in life.

Contact us today to learn more about how Cascade Financial can empower you to plan your financial future.


Investment Analysis and Strategies

Retirement Planning Strategies

Estate Maximization and Succession Planning

Small Group Retirement Plans


Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Individualized Financial Plans and Services

Retirement Planning Strategies

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Insurance and Annuity Planning

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.