My services are set up very differently than what you have likely experienced in the financial industry. While anyone can claim to be an “adviser” or “financial planner,” the truth is very few can state all of the following, which makes Cade Financial Services extremely unique:
• As a truly Independent Adviser, who owns his own practice I work only for my clients.
• As an Accredited Investment Fiduciary, I need to add language here
• As a Investment Adviser representative, I have a clear legal duty to put your best interest first. It’s called a fiduciary duty.
• As a Certified Financial Planner (CFP), I have met the education, examination, experience, and ethics standards established by the Certified Financial Planner Board of Standards. An “adviser” with a Series 7 or insurance license has a license to sell, not an educational credential, which ensures that they are a salesperson with financial and legal loyalty to their employer – not to you.
• As I believe in quality over quantity, I am not in the asset gathering business. By never having more than 10 active corporate retirement plan clients at any one time, I can offer personalized service that cannot be found at large firms that have hundreds of clients and teams of assistants.
|
