Broker Check

What Keeps You Up At Night?

Do any of these issues cause you to worry about if you’ve done enough to secure your financial future?

On the Solutions page that follows, Cassa Wealth Management provides you with some valuable resources to help you and your family in certain key areas. If that’s not enough, we stand ready to assist you in developing a plan to address all of your financial concerns.

Life Events

  • What happens to my 401(k) when I change jobs?
  • What are my options if I'm laid off or offered early retirement?
  • I'm getting divorced. What happens to my assets?
  • What do I do when a loved one dies?

Retirement

  • When can I afford to retire and live comfortably?
  • Will my money last through retirement?
  • What are my retirement investment options?
  • How do I manage all my retirement plans?
  • What should I do with my employer retirement plan?
  • I'm retiring soon, what do I need to do now?
  • How can I maximize my Social Security benefits?
  • Should I retire to a different state?

Estate Planning

  • Will my family be secure if something happens to me?
  • What will my survivors need to know?
  • How do I protect my estate from taxes?
  • How do I create a legacy for my children?
  • What should I know about estate planning?
  • Can I provide for my favorite charity when I'm gone?

Eldercare

  • Do I need long-term care insurance?
  • How does Medicare work?
  • What can I expect to pay for Health Care?
  • What happens if I have to care for my parents?

Education Planning

  • When should I start planning?
  • How much should I save?
  • Where do I start?
  • Will I qualify for financial aid?
  • What are my college savings options?
  • How do I teach my children about money?

Financial Basics

  • How do I keep my records safe and organized?
  • How do I do a better job budgeting? How do I reduce my debt?
  • What is the best way to save?

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012/2013/2014/2015/2016/2017/2018/2019/2020 Five Star Wealth Managers.

For more information about the Five Star Wealth Manager Award selection process visit Click Here