You know you need to do it. You think about it, but the time just never seems right. Frankly, it’s hard to figure out where to start financial planning. Don’t worry. We’ll take the first step with you; and we’ll stay right by your side. At Cadence Financial Management, we listen carefully, ask questions, and whether you’re a small business, a family or an individual, we work diligently to uncover your needs and devise a custom plan. We team with your other trusted advisors when appropriate; and we always focus on achieving your specific objectives, while preserving your peace of mind.

In working with individuals and families we address the following areas:

  • Cash Flow Management
  • Risk Management
  • Taxes
  • Investment
  • Retirement
  • Estate Planning

In working with businesses we address the following areas:

  • Business Continuation Strategies
  • Business Exit Strategies
  • Executive Compensation Strategies
  • Nonqualified Compensation Strategies
  • Employee Benefits Strategies