Wealth Management
There is power in passivity. At Cash & Associates, we provide comprehensive financial advice that will help you grow & protect your wealth through diversified and efficient portfolios.
Financial and Estate Planning
Success starts with a plan, but that plan needs flexibility. We accomplish this by creating a customized client website that monitors all of your goals and assets.
401k Planning:
Cash & Associates has created its own trade-marked process, The Retirement Plan Maximizer™. This helps clients reduce plan expenses, improve total performance and reduce employer fiduciary liability.
Insurance Services:
We offer the best products from a wide array of top vendors, covering health, life, disability and long-term care insurance, among many others.
Cash & Associates: An Employee Benefits, Retirement and Estate Planning Firm
As your financial advocates, we offer advice only after looking at the big picture. Our holistic perspective yields results and our principals offer the critical advice and service needed to help enhance your investment experience.
At Cash & Associates, we value rational exuberance. Emotions in the market place can yield deadly results. While investment returns are inherently unpredictable, the advisors at Cash & Associates can help you create a financial plan that targets and fulfills your goals.
Client Centered: We Work With Your Interests In Mind.
It all starts with asking the right questions. At Cash & Associates, we value your trust and promise to work for you in the same way we would work for ourselves. Your goals and expectations dictate our strategies. Once we understand what you hope to achieve, we will begin to make recommendations on how to implement your strategy. .
Investor Disclosures: 