What is Financial Planning?

Investment Management

Low-cost investments plus tax-efficient portfolio management within a plan tailored to your specific time-horizon and risk tolerance.

Entity Planning and Structure

Devise the optimal entity structure to minimize taxes and to protect your family and business.

Estate Planning

We’re all checking out sooner or later—admittedly, not the most pleasant topic of conversation, but one that is critical to protecting everything you’ve worked for. Trusts, wills, and powers of attorney are must-haves to protect you and your loved ones.

Comprehensive Financial Planning

Your entire financial blueprint is made up of many different pieces that all need to be addressed for a successful outcome. Comprehensive planning can include some or all of these pieces.

Types of planning offered by Cadenza Financial Planning

Protection Planning

How you protect your income, assets, health, family, and your future plays a key role in the long-term security and success of your financial blueprint.

Tax Planning

The largest expense any of us ever faces—taxes. How you structure your income, how you invest, and how you realize gains will all affect how much of your hard-earned money you get to keep.

Asset Protection

Probate, lawsuits, death, divorce, disability, the IRS, the stock market, long-term care. Just some of the potential pitfalls facing you and your business. We’ll review strategies to defend against the risks out there.

30-Minute No-Cost Consultation

If you’re not sure where to start, let’s get to know each other risk-free.

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