Our available services include:

• Planning services, including traditional financial planning, life planning, and values based planning.
• Development of a Family Financial Philosophy [FFP] including family dynamics, family trusts, foundation ideas and social legacy and philanthropic consulting in preparation for or evaluation of your estate planning.
• Retirement Plan Strategies - Retirement plan design, administration, re-structuring, and simplified administration.
• Distribution forecasting, including superannuation risks, long term health care costs and health insurance costs.
• Investment Advisor Selection - Selecting qualified investment advisors.
• Small Business succession planning. Business or Asset Sales - The Cadre Financial Group can provide perspective, engage other qualified professionals, or even directly assist with the sale and transfer of your business.
• Banking relationships.
• Planning for special services or needs.
• Philanthropic consulting, family dynamics, legacy values and gifting concepts.

Cadre provides many services, usually with a team approach. We willingly partner with other selected CPAs, attorneys, and licensed professionals. We always provide one (1) hour of free consultation, allowing you to ask questions and evaluate our services. During this consultation, we can assess the scope of work involved and provide an estimated cost of services. The first item of business during our second meeting is to review our formal engagement letter which details your requirements and what you can expect. If you are comfortable with the arrangement, then both parties sign the engagement letter, allowing us to start working on your requirements.

Professional work is always completed by the appropriate licensed professional. We will complete all other work that we are qualified to complete. With your network of trusted professionals, work will always be completed professionally.

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