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Cadenza Financial Planning is a leading financial services firm that specializes in providing expert financial guidance and planning for individuals and businesses. As a trusted advisor, Cadenza Financial Planning has the necessary knowledge and experience to help clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients? – Key Takeaways:
- Cadenza Financial Planning provides personalized financial planning services tailored to each client’s unique needs and goals.
- They offer a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more.
- Their team of experienced advisors uses a holistic approach to financial planning, taking into account all aspects of a client’s financial situation.
- They aim to educate and empower clients to make informed financial decisions and help them navigate complex financial situations.
Facts and Insights:
Cadenza Financial Planning has been in business for over 10 years, serving clients in the United States. They currently have assets under management of $500 million and a team of 30 dedicated advisors.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 30 | 10+ |
Financial Services Offered:
- Investment Management: including portfolio analysis, asset allocation, and selection of investment products.
- Retirement Planning: helping clients save and plan for their retirement years.
- Tax Planning: minimizing tax liabilities and maximizing tax benefits for individuals and businesses.
- Estate Planning: helping clients protect and transfer their assets to their intended beneficiaries.
- Insurance Planning: analyzing insurance needs and providing solutions for risk management.
- Education Planning: helping families save for their children’s education expenses.
Client Types:
Cadenza Financial Planning serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They also cater to clients with specific financial needs, such as retirees, self-employed individuals, and professionals.
Fees & Compensation:
Cadenza Financial Planning charges fees based on the services provided, and their advisors do not receive any commissions for recommending specific products or investments. This ensures that their recommendations are solely based on their clients’ best interests.
Background:
The team at Cadenza Financial Planning is made up of highly skilled and experienced financial professionals who possess various certifications and accreditations. They continuously stay abreast of changes in the financial industry and follow a fiduciary standard of care.
Financial Advisor Disclosures to Know:
- Cadenza Financial Planning is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- They operate under a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests.
- Their advisors are required to disclose any potential conflicts of interest to their clients and act with honesty and integrity at all times.
- Cadenza Financial Planning has a clean disciplinary record and has not faced any regulatory actions or lawsuits in the past.