Cassaday & Company, Inc.

Cassaday & Company, Inc. provides comprehensive financial planning and investment management solutions for our clients. Our primary goals are to:

•	Learn about our clients and what is important to them by listening and asking good questions developed from years of experience.
•	Provide objective feedback to our clients about their current situation and if appropriate, suggest alternatives that may be more suitable.
•	Develop a plan for the investment and financial planning process under one roof.
•	Consolidate and simplify our clients' financial and investment affairs.
•	Coordinate investment management, tax planning, insurance and estate planning under one roof.
•	Provide ongoing proactive advice and guidance about their specific situation.
•	Provide ongoing investment management.
•	Offer ongoing investment advice and financial planning guidance.

At Cassaday & Company, Inc. we believe that financial planning is a process NOT an event. As the markets, economy, opportunities or one's personal circumstances change so do our clients' plans. This is why they receive an initial plan as well as ongoing advice, assistance and recommendations from us.

Comprehensive financial planning starts with a thorough data gathering interview that focuses on the qualitative and quantitative issues facing the client. This analysis is followed by an evaluation of this data on a collaborative basis by our highly trained and experienced planning team. Based on our training and experience, we develop a solution designed to address the client's planning needs.

Ultimately, at the completion of this procedure our goal is to provide a coherent plan that addresses all aspects of the client's financial situation by analyzing, in a holistic fashion, investment holdings, insurance, estate planning as well as financial and retirement planning. By not coordinating these necessarily interrelated areas, investors risk reducing or rendering ineffective the provisions of their planning efforts.

Investment management is an essential adjunct to the financial planning process. We approach investment management with the idea that we will attempt to earn a reasonable, reliable and repeatable return for our clients. Our typical client has already accumulated wealth, and their primary objective is to preserve and protect it while earning a modest return. Our objective is not to be the number one investment manager in any given year, but rather to generate reasonable returns consistently with a minimum of risk over longer periods of time. There are no assurances that these objectives will be met.


Copyright 2007 - 2012 Cassaday & Company \| 8180 Greensboro Dr. Suite 1180 \| McLean, VA 22102 \| Phone (800) 672-2102 or (703) 506-8200 \| Fax (703) 506-8208 States Registered To Transact Securities Business

	Securites and advisory services offered through Royal Alliance Associates, Inc. Member FINRA & SIPC. Advisory services offered through Cassaday & Company, Inc. A Registered Investment Advisor.