Do you want to be educated and empowered to make your own decisions? We believe Client education is a planner’s most important task. We want our Clients to feel empowered, self-sufficient and confident in their decisions. Increasing your financial intelligence empowers you to achieve your visions. Our goal is to look at your values and empower you with the knowledge to live your visions.

Do you want to partner with an advisor firm with many years of satisfied Clients and proven integrity? The Cadre Financial Group has provided personal and family wealth management services for more than 20 years and now has many second generation members as Clients. Our consistent advice and freedom from conflicts of interest has blessed us with long-term Client and family relationships.

Do you want effective coaches who will ask the questions that trigger your self-evaluation and help guide you in your choices? Considerable communication is required to sift through the many layers of a person’s finances and values. We are the right company to ask those questions. And, we encourage feedback so your values can be understood by all members of your planning team. We’ll not only ask questions, we’ll allow you the time to self-evaluate. Only then do focal points emerge and clarity begins.

Do you want to minimize estate planning complexity, advisor bias and dilemmas? Often when you start your life planning process with your CPA, attorney or insurance agent, you encounter advisor bias. This creates confusion if a Client has not clearly stated their values. When Clients become confused, they want to stop the process to stop the anxiety. Spending adequate time in developing a Family Financial Philosophy avoids many common planning problems.

Do you want access to a successful and reliable network? We have an extensive network of trustworthy and tested CPAs, Attorneys and Registered Investment Advisors. We become partners in your journey and are charged with the responsibility of insuring you are properly matched with other professional team members who will assist you on your journey. Do you want personal empowerment? Because you are part of the “self-help” generation, you have worked hard to achieve your success. Don’t you want to understand the facts surrounding your decisions? Values Based Planning can take you where you want to go. Cadre’s educational process will empower you to live your visions and provide you a Family Financial Philosophy [FFP] mission statement as a solid foundation for your future decisions.

Do you want to be challenged about all forms of your capital? - We challenge our Clients to address all forms of their family and individual capital. Every family and individual possesses more than just financial capital. Social, human and psychological elements are also very important pieces of a Client’s capital. Failure to address these key elements usually results in a weak plan or one that is never fully implemented.