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Estate Planning/Asset Management

Estate Planning

At Cash & Associates, our goal is to reduce the risks to your wealth while alleviating concerns surrounding inflation, taxes, and natural disasters through systematic planning and continuous monitoring of your funds. Life goals and objectives are discussed in detail during the initial planning and discovery phase, and frequently revisited throughout every step of our process.

After compiling a comprehensive inventory of your assets, our team will organize your data into a financial model. Using this model, we can carefully analyze the potential for future wealth and articulate the best form of distribution while accounting for potential impact factors. Through this benchmark technique, we can help create a plan design to meet your specific goals and objectives. Click here to view our eight-step estate planning process.

Below is a list of our qualified planning techniques:

Wealth Enjoyment Trust

Sale to an Intentionally “Defective” Irrevocable Trust

Grantor Retained Annuity Trust

Qualified Personal Residence Trust

Charitable Lead Annuity Trusts

Charitable Lead UniTrust

Charitable Remainder UniTrust

IRA Charitable Endowment Plan

Private Foundation

Family Limited Partnership

Sale for a Private Annuity

Sale for Self-Canceling Installment Note

Premium Financed Life Insurance

Asset Management

Cash & Associates recognizes that many factors must be considered when assessing and developing personal wealth. An asset allocation and customized investment strategy can be built once we have identified risk tolerance, income objectives, appreciation and liquidity needs. Our associations will also carefully examine time horizons and tax concerns, while accounting for personal values and money management preferences.

Live in the sunshine, swim the sea, drink the wild air ~ Ralph Waldo Emerson

Asset Allocation Disclosure: Diversification does not guarantee against loss. It is a method used to help manage investment risk.

As a subsidiary of National Financial Partners Corp. (“NFP”), we are a member of a financial services network containing over 175 owned firms and more than 320 member firms. Firms within the NFP network engage in one or more of its primary lines of business, which include corporate and executive benefits and property and casualty insurance brokerage. These firms, including ours, are compensated for services provided to clients in each of these lines of business. In addition to the standard fees and commissions received for the services provided to you, we or our affiliates may earn additional compensation for our role in providing certain products and services to you under separate contracts with insurance companies and group benefits providers. Insurance companies and group benefits providers may pay us or our affiliates contingent compensation upon satisfaction of factors such as volume, persistency or profitability of the business placed with such insurance company or group benefits provider. In addition, such product and service providers may pay us or our affiliates fixed amounts related to the support of NFP company conferences, conventions and other marketing efforts.

If you are interested in receiving additional information on any of the matters discussed above, please contact. As always, we value your business and appreciate the opportunity to provide you insurance, investment and benefit services.

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Cash & Associates, P.A. is an affiliate of NFP Securities, Inc. and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed.

For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000