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ONE THING LEADS TO ANOTHER


WEALTH FLOW STRATEGIES

Schedule a Call or Meeting

COMPLEX GOALS


ELEGANT SOLUTIONS

YOUR RETIREMENT

You’ve worked hard and spent less than you made, and now you’re looking forward
to spending more time doing the things you love with the people who are
important to you, not spend time worrying about the stock market.

YOUR FUTURE

You may still be working, or you may be worried about the health care costs not
covered by Medicare. Families depend on one another and if that support is lost
you want to know that there will be a legacy that lives on.

YOUR LEGACY

You’ve built everything from the ground up and you want to keep it in the
family. We’ll work with your legal and tax professionals to execute recommended
insurance and charitable strategies.

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FUTURE FORWARD FINANCIAL ADVICE


A SYMPHONY OF INNOVATION

Technology is a lot less likely to replace me than it is to continuously upgrade
my practice. The seamless fusion of advanced tools and personal attention
ensures that your every desire is met with unparalleled efficiency and care.



WORKING TOGETHER


PARTNERING FOR SUCCESS

LPL FINANCIAL, LLC.

Your financial professional is your partner, and at LPL, we’re here to support
that relationship.

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SALESFORCE


CRM IS AN ACRONYM FOR CUSTOMER RELATIONSHIP MANAGEMENT.




LONG GONE ARE THE DAYS WHEN A CRM WAS JUST A SIMPLE DATABASE THAT STORED
CUSTOMER INFORMATION. NOW, IT’S AN INTELLIGENT, PROACTIVE, AI-POWERED PLATFORM
THAT EMPOWERS EMPLOYEES WITH THE INFORMATION THEY NEED TO MAKE THE BEST
DECISIONS FOR EVERY CUSTOMER.

ENVESTNET


EVERYBODY DESERVES FINANCIAL WELLNESS.



MoneyGuide is the first collaborative internet-based financial planning software
that offers a unique client-centered approach. The goal-based planning approach
is meaningful to the client and more productive for the advisor.



ARE YOU PREPARED TO REACH YOUR GOALS NO MATTER WHAT THE MARKET DOES…


1 DAY


TODAY?

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1 MONTH


TOMORROW?

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1 YEAR


THIS YEAR?

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5 YEARS


LONG TERM?

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MEETING WITH A PROFESSIONAL SHOULD ALWAYS BE THIS EASY


READY TO CREATE YOUR FINANCIAL STRATEGY?

Schedule a Call or Meeting

TEAM


WE ARE AT YOUR SERVICE

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JAMES LEPORE

Private Wealth Strategist

 * LinkedIn

CHELSEA LEO

Account Solutions Consultant

 * 201 E Liberty St.
 * Suite 100B,
 * Wooster, OH 44691

 * +1 (330) 201-8760

 * James@cascade.financial





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