During the last 20 years, Cadre has developed a unique and reliable process enabling us to help our Clients advance to their desired financial and estate planning destination. This unique process is based on listening to our Client’s needs, wants, and desires so that a accurate plan is created that will lead to the desired outcome.

Cadre Financial professionals are fee-only advisors and do not use commissioned products as solutions. It is our belief that a fee-only relationship offers a completely unbiased solution because there are no commissions to complicate our process. Tax and legal professionals are used as needed which provides a natural checks and balances system for the financial and estate planning process.

Your dreams - What would give your life meaning? What secret desires would you like to fulfill?  Your answers will drive the Cadre planning process, which will include your life goals and life dreams. Your life dreams and goals are captured in what we call your Vision. It is our hope that you will understand the last chapter of your life before you set the table of contents.

Your Freedom - What good is money if you have unfilled dreams that become your “secret sorrows” later in life? Cadre will assist you to ensure that your personal Vision is reflected in your financial plans. We will involve your CPA and attorney in the final recommendations of your plan. This multi-discipline strategy ensures positive progression towards your Vision.  

Our Long-term relationships - How do you pick a course of action and stick with it? Financial planning is not a quick fix. Cadre will walk with you on your entire planning journey. We will partner with you and help you stay on the course that you laid out in your "Personal Mission Statement".

Our scheduled follow-ups - Cadre will always be available to address your questions and concerns.  We continually monitor the progress of your plan and investment performance. Life changes will affect your plan. Cadre will be your partner in managing these events that may include changes in life-styles, jobs and careers, grandchildren, educational funding, retirement, estate plans, special needs heirs and retirement. Period reviews will be conducted to examine budgets, analyze investment performance, and plan for the upcoming year.

Our help with confronting your mortality - How would you change your priorities if you only had 12 months to live? How do you know if you are ready for the next phase of life? None of us knows if our death is a distant event!  Cadre will help you create a plan that will save your loved ones from unnecessary stress. Today is the right time to plan for your final care, health directives, estate taxes, and other end of life issues.

Learn more about our Process and what you can expect.