Financial planning for people who hate financial planning. We are fiduciaries and fee-only. We help our clients with: Retirement Planning, Home Buying, RSUs/Stock Options. Student Loan Debt, Credit Card Debt, Life Insurance.
I provide investment services and retirement planning to individuals, families, and business owners. I also offer consulting services for individuals undergoing financial transition, i.e. career change, divorce, etc. Securities offered through SCF Securities, Inc. - Member FINRA / SIPC Investment Advisory Services offered through SCF Investment Advisors, Inc. 155 E Shaw Ave Suite 102, Fresno CA 93710, Ph: 800-955-2517, Fax: 559-456-6109, SCF Securities, Inc. and Amerisal Financial are not affiliated.
Open now
The focus of SMB Financial Services is to help position our clients to generate monthly retirement income from their savings that will last the rest of their lives. The most valuable assets we have are lifelong relationships with our clients.
When it comes to planning for your future and retirement years, there's nothing small about it. You've got a big picture in mind. If you've ever worked directly with a large investment company, mega life insurance companies or a financial planner from one of these places, you understand that they also have a big picture in mind... theirs. Why? More often than not, they're only able to offer you the products and services that the company has available, or that they're chasing a sales quota on. Whether looking to deal with a 401(k) rollover, re-evaluate your life insurance coverage, address estate planning or formulate financial planning that includes a retirement plan, asset allocation, and everything you need to have in place to focus on your big picture, there's really only one asset you need: Northwest Financial Solutions. When you work with Northwest Financial Solutions (NWFS), you'll be working with a true partner who places your big picture ahead of their own.
Cascadia Wealth Management has been assisting individuals and businesses since 1999. Our firm is completely independent, so our loyalty belongs exclusively to our clients- not to a parent company that has a corporate agenda that is focused on stock profitability for its shareholders. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participating in the management of your finances. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. Investment advisory services are offered through either Cascadia Advisory Services, LLC or Cetera Advisors LLC, SEC Registered Investment Advisors. Brokerage services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer. Cascadia Advisory Services, LLC and Cascadia Wealth Management are not associated with Cetera Advisors LLC.
CS Wealth Management specializes in equity compensation and the issues often surrounding it, including RSUs, NQSOs, and ISOs. We also provide planning services to business owners and professionals. With our background and expertise in taxation and financial planning, we believe in making your complexity, simplified.
