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Products and Services

At Cassa Wealth Management, through our alliance with LPL Financial, we provide Financial Planning and Investment Management Services in the following areas:

Financial Planning Services

• Retirement Planning

• 401k/Pension/IRA Rollovers

• Early Retirement Package evaluation

• Asset Allocation Advice

• Cash Flow Planning

• Income Tax Strategies

• Education Planning

• Debt Restructuring

• Estate Planning

• Risk Management

• Stock Option Projections

• Succession Planning

Individuals

• Separately Managed Accounts (Stocks & Bonds)

• Mutual Funds & Exchange Traded Funds

• Corporate, Government & Municipal Bonds

• Fixed and Variable Annuities

• Unit Investment Trusts

• Alternative Investments (REIT’s, Managed Futures, etc.)

• College Savings Programs (529, Coverdell & UTMA)

• Traditional IRA

• Roth IRA

• Life Insurance

Corporations

• 401k/Profit Sharing Plans

• Defined Benefit and Pension Plans

• Non-Qualified Deferred Compensation

• SEP and SIMPLE IRA

• Buy/Sell Agreements

• Executive Financial Planning

• Corporate Seminars

• Corporate Downsizings