Efficient Investment Management
We work to consolidate your investments into a streamlined and personalized investment plan to match your goals, whether your time horizon is short-term or lifelong. By focusing on tax-efficient investment location, infrequent trading, and account simplification we keep costs low and client satisfaction high.
Retirement Funding and Analysis
Retirement planning and funding can be a major cause of stress for many of us. At Cascadia, we specialize in comprehensive and coordinated retirement planning. This includes things like:
Social Security Benefits
Workplace Retirement Plans: 401(k), 403(b), 457 Deferred Compensation, Profit Sharing, etc.
Savings and Investments
Real Estate Holdings
Recovery and Relocation of Former Workplace Accounts
Estate Plan Analysis and Updates
Cascadia is adept at aiding in the creation and maintenance of quality estate plans. Elements of estate planning to which we add value include:
Powers of Attorney
Health Care Directives
Trusts, including: Effects of Trust Provisions, Correction of Incomplete or Poor Trust Execution, Charitable Bequest Specifications
Beneficiary Reviews of: Trusts, IRAs, Workplace Retirement Plans, Transfer on Death Instructions, Real Estate Holdings