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.
Mid-Year Outlook 2014
At this year’s halfway point, we offer the LPL Financial Research Mid-Year Outlook 2014: Investor’s Almanac Field Notes containing key observations and updates to our outlook for 2014. Similar to a farming almanac, our Investor’s Almanac is a publication containing a guide to patterns, tendencies, and seasonal observations important to growing.