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How does the advisor help clients – Key Takeaways:
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is a leading financial planning and wealth management firm that provides comprehensive services to its diverse clientele. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals and navigate the complex world of investments, retirement planning, and wealth management.
Facts and Insights
Founded in 2005, CASSADY WEALTH & RETIREMENT PLANNING L.L.C. has been in business for over 15 years. In that time, the firm has built a strong reputation for providing personalized and high-quality financial services to its clients. The firm’s advisors have a combined experience of over 50 years in the industry, making them experts in their field.
The firm follows a comprehensive approach to financial planning, taking into consideration all aspects of a client’s financial situation, including assets, liabilities, and personal goals. This allows the advisors to develop customized strategies that are tailored to each client’s specific needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | over 15 years |
Financial Services Offered
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. offers a wide range of financial services to its clients, including investment management, retirement planning, estate planning, tax planning, risk management, and more. The firm’s advisors work closely with clients to develop comprehensive financial plans that address their current and future financial needs.
Client Types
The firm caters to a diverse clientele, including high net worth individuals, families, business owners, retirees, and professionals. The advisors at CASSADY WEALTH & RETIREMENT PLANNING L.L.C. have the expertise and experience to work with clients from all walks of life and provide them with personalized financial solutions that meet their unique needs.
Fees & Compensation
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is a fee-based firm, which means that its advisors are compensated through a combination of fees and commissions. This structure ensures that the advisors’ interests are aligned with those of their clients, as they only make money when their clients’ investments perform well.
Background
The founder and CEO of CASSADY WEALTH & RETIREMENT PLANNING L.L.C., John Cassady, has over 30 years of experience in the financial services industry. He started the firm with the goal of helping individuals and families plan for a secure financial future. The firm’s team of advisors has a diverse background and a deep understanding of the markets, which enables them to provide clients with sound financial advice.
Financial Advisor Disclosures to Know
CASSADY WEALTH & RETIREMENT PLANNING L.L.C. is registered with the Securities and Exchange Commission (SEC) and adheres to its regulations. The firm’s advisors are also fiduciaries, which means they are legally bound to act in the best interests of their clients at all times. This ensures that clients can trust the firm and its advisors to provide them with unbiased and ethical financial advice.