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.
By partnering with LPL Financial, all accounts receive the protection of SIPC membership. Additional securities protection, through London Insurers, covers the net equity of customer accounts up to an overall aggregate firm limit of $575 million.