Broker Check

Our Services

Cash & Associates can be a one-stop hub for all of your fiscal needs.  Whatever services you require, for every stage of life, we are here to help.

Take a look at some of our services:

Personal Financial Planning to help grow and protect your wealth.
Business Succession Planning to help ensure the longevity of your company.
College Planning to prepare for one of life’s most important investments.
Income Planning to help build long-term solutions and protect your assets.
Retirement Planning to help provide for the future you’ve always envisioned.
Estate Planning to affirm your legacy and uphold your values.
Tax Planning to help defend and maximize your annual earnings.
Employee Benefits to retain your company’s top talent. 

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Wealth Management
  • Small Buisiness Employee Benefit Program
  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance