One on One Financial Planning

Our 3 companies (The Cashman Financial Group, Inc., Coach4Retirees, Inc., and The Bull and the Bear Inc.) and our association with Securities America Inc. work together with one goal in mind: to help you build and remain in control of your financial future. Our approach is to work together to identify objectives, define your dreams, develop a plan to help you get there, and track your progress. We feel with the support of our team as well as knowledgeable attorneys and CPA’s we work with, you can maintain and enjoy what you have built. Our one on one financial planning process follows these 6 steps:

Want to learn more?  Get your FREE copy of The Importance of Financial Planning Booklet or give us a call and setup a FREE no obligation consultation 800-722-0610.