Who We Are
At Cascade Financial Strategies we offer fee-based Financial Planning and Investment Management. We provide clients with planning-based strategies and unbiased advise to address every financial obstacle they may face throughout their lifetime.
Menu Of Services
We offer fee-based financial planning services for any individual, regardless of their asset size. Our independence allows us to choose from a wide range of non-proprietary products, investments, and account types to implement appropriate strategies.
Planning & Process
Our Comprehensive Process is more than just investments. A client’s life-stage and individual circumstances provide the investment and financial planning parameters. Our philosophy is to seek the most conservative path that does not jeopardize a client's long range goals.
Market Outlook 2014
In LPL Financial Research's Outlook 2014: The Investor's Almanac, we seek to provide a trusted guide to the coming year filled with a wealth of wisdom for investors.