We are a fee-based firm, which means our financial interests are consistent with yours without corrupting influences or motives. We do not “sell” products.
We are independent; we are not employees of a bank, brokerage firm, mutual fund or insurance company. We are not incentivized by or limited to proprietary products or programs. We are free to recommend products and strategies that are truly in your best interest.
Collaboration among experienced and highly trained professionals means that decisions made on your behalf are more likely to be effective. We have a team of in-house experts on topics such as Medicare, Social Security, education planning, insurance and asset protection, and investment strategies. We also work with your estate planning attorneys, accountants, and insurance agents to make sure your financial plan integrates all the necessarily interrelated components of your life.
At Cassaday & Company, Inc., providing a top-notch client experience is our number one priority. Our clients have told us what they value most: transparency, client education, regular communication, responsiveness, professional expertise, and ability to stay at the forefront of industry trends.