Cascade Financial Strategies

2 reviews

+1 (541) 678-5475

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CFS Logo

[59001 - 59007] Scale House Rd Ste 5B

Bend, OR 97702

+1 (541) 678-5475

http://www.cascadefs.com

History

In 2016 CFS adopted a fee-only pay structure. This has proved to further our goal of providing transparent financial planning and investment advice as a fiduciary to our clients.

Specialties

Our fee-only firm is planning-based, which means that all recommendations are based on our client's unique financial circumstances. The plans and investment strategies we put together are driven by client needs not by some sort of crystal ball. Our portfolios are positioned to protect on the downside and our planning strategies cover everything from college planning to estate strategies, tax minimization to alternative long-term care insurance solutions. We also offer Socially Responsible Investment strategies that allow you to align your values with your investments. Call anytime to set-up a free initial consultation.

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5.02 reviews

Chris N.

10/20/2021

We have been so please with Jack's approach to investing. He listens to our wants and needs and has done an excellent job in helping out retirement nest egg grow. One of the many things I...

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