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
Individual Private Clients
• 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