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Cascade Financial Strategies - Bend, Oregon - CFP, SRI, LPL

Cascade Financial Strategies provides fee-only financial planning and investment management services, including socially responsible portfolio options.

http://www.cascadefs.com/

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Cascade Financial Strategies - Bend, Oregon - CFP, SRI, LPL | cascadefs.com Reviews
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Cascade Financial Strategies provides fee-only financial planning and investment management services, including socially responsible portfolio options.
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1 who we are
2 process
3 planning based strategies
4 what to expect
5 strategic investment management
6 cfp practice standards
7 resources
8 select page
9 socially responsible investing
10 view blog
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Cascade Financial Strategies - Bend, Oregon - CFP, SRI, LPL | cascadefs.com Reviews

https://cascadefs.com

Cascade Financial Strategies provides fee-only financial planning and investment management services, including socially responsible portfolio options.

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cascadefs.com cascadefs.com
1

Planning Based Strategies, Cascade Financial Strategies, CFP, SRI

https://www.cascadefs.com/comprehensive-financial-planning

A Registered Investment Advisor. Our Comprehensive Process . . . more than just investments. Each individual is unique as should be the strategies that direct their financial strategy. We implement planning-based strategies which include investment strategies that are the product of a well-developed plan. Although this process requires significantly more effort initially, it is one of the only ways to adequately address the funding needs of lifetime goals. Our mission is to provide our clients planning-b...

2

Financial Planning Resources - Cascade Financial Strategies, CFP

https://www.cascadefs.com/resources

A Registered Investment Advisor. Featured Articles and Reports. US Sustainable, Responsible and Impact Investing Trends. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. The Wall Street Journal. Certified Financial Planner Board of Standards, Inc. (CFP Board):. Benefits of the Insured Cash Account Program. Convenient Cash Management Services. How the Program Works: Deposits at Participating Banks. Subject to investment cutoffs. Http:/ www.casc...

3

Who is Cascade Financial Strategies - Certified Financial Planner

https://www.cascadefs.com/team-member/ryan-andrews

A Registered Investment Advisor. Our mission is to provide clients with planning-based strategies that address every financial obstacle they may face throughout their lifetime. Cascade Financial Strategies is a Registered Investment Advisor (RIA) and Limited Liability Corporation (LLC) registered with the states of Oregon and California. Through this entity, fee-based investment management and financial planning is provided. CFP , ChFC Financial Advisor. Jack supports and volunteers regularly at the Cent...

4

Strategic Investment Management - Cascade Financial Strategies

https://www.cascadefs.com/strategic-investment-management

A Registered Investment Advisor. A client’s life-stage and individual circumstances provide the investment parameters. Our overriding philosophy is to find the most conservative investment path that will fit into a client’s long range plan. The following list is an overview of the methods we utilize. The plan must drive the strategy! Tactical adjustments are influenced by an analysis of the current three year economic business cycle. Our aim is to take advantage of probable trends that occur along va...

5

Financial Planning Resources - Cascade Financial Strategies, CFP

https://www.cascadefs.com/fdic

A Registered Investment Advisor. Featured Articles and Reports. US Sustainable, Responsible and Impact Investing Trends. Smart Bond Investing Accrued Interest Calculator. 401(k) and IRA Minimum Required Distribution Calculator. The Wall Street Journal. Certified Financial Planner Board of Standards, Inc. (CFP Board):. Benefits of the Insured Cash Account Program. Convenient Cash Management Services. How the Program Works: Deposits at Participating Banks. Subject to investment cutoffs. Http:/ www.casc...

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