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Cascade Financial Partners – Cascade Partners

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 * 858-379-6701

Main Menu

 * ABOUT
 * SERVICES
 * PROCESS


Main Menu

 * EDUCATION
 * CONTACT
 * LOGIN

Main Menu

 * Home
 * About
 * Services
 * Process
 * Education
 * Contact
 * Login

Empowering families to
achieve financial success Building a secure financial future together Creating
strong foundations, one financial plan at a time


ABOUT

CASCADE FINANCIAL PARTNERS

Cascade Financial Partners is a boutique wealth management firm focused on
helping families and building legacies. Our clients view us as an integral part
of their team, functioning as a personal CFO to guide them through all of life’s
meaningful financial decisions.
LEARN MORE


SERVICES

LIFE PLANNING

 * Cash flow management
 * Retirement planning
 * Asset protection
 * Education savings techniques

LEARN MORE



LIFE PLANNING

 * Cash flow management
 * Retirement planning
 * Asset protection
 * Education savings techniques

LEARN MORE



INVESTMENT MANAGEMENT

 * Customized portfolios
 * Non-traditional strategy offerings
 * Asset protection
 * Tax efficient asset location

LEARN MORE



INVESTMENT MANAGEMENT

 * Customized portfolios
 * Non-traditional strategy offerings
 * Asset protection
 * Tax efficient asset location

LEARN MORE



LEGACY BUILDING

 * Estate planning
 * Asset titling
 * Gifting strategies
 * Philanthropic endeavors

LEARN MORE



LEGACY BUILDING

 * Estate planning
 * Asset titling
 * Gifting strategies
 * Philanthropic endeavors

LEARN MORE




PROCESS



ACCUMULATE

ACCUMULATE

 * How much do we need to save?
 * Should I invest on a pre-tax or after-tax basis?
 * How do I finance my home purchase?
 * What is the best method to save for my children's education?
 * Do we need life insurance?
 * What is proper estate planning?

GROW

GROW

 * Are we on track?
 * How can we save on taxes?
 * Is our portfolio growing at a rate commensurate with our tolerance for risk?
 * We want to start our own business, how can you help?
 * Is our rental property a good investment?
 * Are my assets titled in a way that provides asset preservation and avoids
   probate?

SPEND & PROTECT

SPEND AND PROTECT

 * Can I afford the lifestyle I want in retirement?
 * Do I need to change my asset allocation now that I’m no longer working?
 * What are some tax-efficient distribution strategies?
 * Is our estate properly structured and still in alignment with our wishes?
 * What happens if inflation sky rockets?
 * What happens if the market crashes?

TRANSFER

TRANSFER

 * What is a donor advised fund?
 * What is a qualified charitable distribution and how does it reduce my taxes?
 * How do I leave a gift to my favorite charities in a way that benefits us
   both?
 * How do I involve my children in my charitable endeavors?
 * How do we protect our wealth from estate taxes?
 * What are some advanced estate planning tools

LEARN MORE ABOUT OUR PROCESS


ACCUMULATE

ACCUMULATE

 * How much do we need to save?
 * Should I invest on a pre-tax or after-tax basis?
 * How do I finance my home purchase?
 * What is the best method to save for my children's education?
 * Do we need life insurance?
 * What is proper estate planning?

GROW

GROW

 * How much do we need to save?
 * Should I invest on a pre-tax or after-tax basis?
 * How do I finance my home purchase?
 * What is the best method to save for my children's education?
 * Do we need life insurance?
 * What is proper estate planning?

SPEND & PROTECT

SPEND AND PROTECT

 * How much do we need to save?
 * Should I invest on a pre-tax or after-tax basis?
 * How do I finance my home purchase?
 * What is the best method to save for my children's education?
 * Do we need life insurance?
 * What is proper estate planning?

TRANSFER

TRANSFER

 * How much do we need to save?
 * Should I invest on a pre-tax or after-tax basis?
 * How do I finance my home purchase?
 * What is the best method to save for my children's education?
 * Do we need life insurance?
 * What is proper estate planning?

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 * About
 * Services
 * Process

 * Education
 * Contact Us
 * Login

 * 11975 El Camino Real
   Suite 100
   San Diego, CA 92130

 * 858-379-6701
 * welcome@cascadefinancialpartners.com

Copyright © 2023 Cascade Financial Partners - Cascade Partners. All Rights
Reserved. ADA POLICY OUTLINE
Cascade Financial Partners, LLC is a Securities and Exchange Commission
registered investment advisor. Information presented is for educational purposes
only and does not intend to make an offer or solicitation for the sale or
purchase of any securities, and past performance is not indicative of future
results. Investments involve risk and are not guaranteed. Be sure to first
consult with a qualified financial adviser and/or tax professional before
implementing any strategy discussed here.
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