Who We Are
At Cascade Financial Strategies we offer fee-based Financial Planning and Investment Management. Our clients are provided with planning-based strategies and unbiased advice to address every financial obstacle they may encounter throughout their lifetimes.
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.
US SIF Member
CFS is a member of the US/SIF-The Forum for Sustainable and Responsible Investment. This association is for professionals, firms, institutions, organizations engaged in sustainable, responsible investing. As of November 2015 CFS is the only Central OR member of the US/SIF.