Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Client Centered
Protecting what you have accumulated is vital. Nobody enjoys paying for insurance, until the time comes to utilize it. In dealing with not only the market, but general life events, there is no telling when the insurance may come into play. There is no timing the need for insurance, so what we will help with is appropriately planning for each of your needs. This is a critical factor in creating a sound financial plan.
After you’ve done the work of accumulating assets as well as protecting them, we must understand how to distribute them back to you. There are a variety of vehicles that may be utilized to distribute your assets back to you. The key is to understand which of these will be most efficient for you. Retirement income planning will allow you to enjoy the fruits of your labor when you need to the most.
As you can see there are many moving parts within a comprehensive financial strategy. These few aspects are just the beginning of a solid foundation to attaining your goals. We understand the emotion and importance of the decisions you will be making. Our destination is simple, yet the journey may provide opportunities as well as the need for change. That is why clear, concise and consistent communication is a trademark of our firm. At Cassidy Financial Services, LLC we look forward to assisting you in attaining your financial freedom with confidence and certainty.