A Registered Investment Advisor

Licensed in the states of Oregon and California



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.

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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.

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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.

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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.

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Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Cascade Financial Strategies, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AZ, CA, ID, OR, UT, WA ; and investment advisory licensed in Oregon and California (We also operate in other states under the “de minimis” exemption, meaning having five or fewer clients within that state.); and insurance licensed in AZ, CA, OR, UT, WA.

A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state’s broker/dealer, investment advisor or BD agent or IA rep requirements; and follow up, individualized responses to consumers in a particular state by broker/dealer investment advisor, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, shall not be made without first complying with the state’s broker/dealer, investment advisor, BD agent or IA rep requirements, or pursuant to an applicable sate exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor BD agent or IA rep, please do not hesitate to contact your state securities law administrator.

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