Cady Financial Service

At Cady Financial Services, we believe that our clients' financial health is paramount to our success. Our commitment to providing personalized attention to detail and excellent communication sets us apart from other financial firms. Your satisfaction is necessary to our success, and we welcome your comments and suggestions on how we can better serve you.

Our Team

Our team is led by Michelle Cady, Owner and Investment Advisor Representative. Michelle has a passion for providing investment advice based on each client's unique circumstances. With a focus on creating customized portfolios that help grow, protect, and distribute wealth in the most tax-advantageous way, Michelle ensures that every client feels heard and understood.

In addition to Michelle, our team also includes a partnership with Cambridge Investment Research, Inc., which provides us with access to a team of highly trained and dedicated virtual assistants for administrative support. This allows us to spend more time with our clients and ensure that they receive the highest level of service.

Our Services

At Cady Financial Services, we offer a comprehensive range of financial services designed to help our clients achieve their financial goals. From investments and retirement planning to education planning and managing your finances, we have the expertise and resources to help you every step of the way.

Investments

Our investment services are tailored to each client's unique circumstances, including past investment experiences, future goals, risk tolerance, and setting realistic and informed expectations. We work closely with our clients to custom create a portfolio that is perfectly suited to their needs and goals.

Retirement Planning

We understand that retirement planning is crucial to ensuring a comfortable and secure financial future. Our comprehensive planning tools allow us to stress test your plan for just about every "what if" scenario you can invent, ensuring that you have enough retirement savings to last throughout your golden years.

Education Planning

The rising cost of college can be daunting, which is why starting early with college savings plans is essential. We can help you create a forward-looking financial plan that includes 529 Plans, also called "qualified tuition plans, " which are state or educational institution-sponsored.

Managing Your Finances

Managing money doesn't come easily to everyone, but getting your financial life in order sooner rather than later will be worth the effort. We can help you create a budget, manage debt, and make smart financial decisions that align with your goals and values.

Asset Management

Our asset management services are designed to help you make the best investment choices now for a brighter future. We work closely with our clients to understand their financial goals and risk tolerance, and then develop a customized investment strategy that aligns with these factors.

Business Succession Planning

The death of a business partner can have devastating effects on both the business and the deceased's surviving family. Our business succession planning services can help ensure that the business can continue operations without interference from the surviving family, while also providing a fair price for the deceased partner's interest.

Charitable Giving

At Cady Financial Services, we believe in the power of charitable giving to make a positive impact on the world. We can help you craft a legacy that reflects your core values and supports causes near to your heart.

Resources

We believe in staying informed and up-to-date on the latest financial trends and news. That's why we offer a range of resources, including useful links, financial calculators, and a blog where we share insights and advice on various financial topics.

Contact

If you're looking for a financial advisor who takes a personal interest in you, then you've come to the right place. We're dedicated to providing you with an incredible level of customer service and look forward to working with you to achieve your financial goals.