WHAT DOES A FINANCIAL ADVISOR DO?
Gone are the days where a broker traded stock and provided little other value. At Cascade Guided Wealth, we pride ourselves on being fiduciaries and having a holistic approach to assisting with our clients' financial lives. Our advice and planning goes far beyond investment selection and money management. Below is a list of what working with a financial advisor can do for you.
Wealth Accumulation
- Evaluate and maximize employee benefits.
- Consolidate accounts to simplify your finances.
- Set up retirement plans (IRAs, Roth IRAs, etc).
- Allocate funds for future purchases.
- Identify risk tolerance and investment goals.
- Implement investment strategy; monitor and adjust over time.
- Analyze stock options and ESPP plans.
- Manage concentrated positions.
- Utilize financial planning to evaluate likelihood of achieving goals.
Planning for Families
- Assist with tax efficient gifting strategies across generations.
- Handle large Estate Planning reviews.
- Plan and implement college savings plans.
- Help to set up a lasting legacy.
- Evaluate insurance needs and expenses.
- Identify unique risks and plan accordingly for all types of families.
- Advise and provide hands-on support when loved ones pass and estates change hands.
The Intangibles
- Provide financial education and advocate for financial literacy.
- Reduce complexity and simplify choices to make better trade-offs.
- Keep clients accountable and instill confidence and optimism.
- Offload unpleasantness and reduce money stress.
- Stay informed regarding the current market dynamics and proposed tax changes.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.
Who We Work With
We work with individuals and families nationwide, offering comprehensive financial strategies that help them navigate life's transitions confidently.
Our Approach
We simplify finance with educational insights, enabling clients to understand their financial status and make informed decisions for their future.
Contact Us
Want to know about how we can help you achieve your financial goals? Get in touch now to take the next step forward in your financial journey.