Financial Planning Cadinha Style
At Cadinha & Company, we have our own definition of financial planning. It has nothing to do with generic forms or formulaic investment styles. Rather, we get to know you. We learn about your assets, income, estate plan, taxes and other financial matters. We also want to hear about the people and things that matter most in your life.
Next we ask you to envision your future so that we can see everything you see. Because we’ve been helping people achieve their financial goals since 1979, we’ve learned to see all that and more.
Like how shifting your financial priorities can serve you to better grow and preserve your wealth. Or knowing when it’s in your best interest for us to engage in real collaboration with your tax and legal advisors. Or even how we can educate your heirs about the advantages we’re creating for you, and ultimately, them.
From private to business matters; from cash flow management to lifetime needs; from buying and selling assets to gifting the important ones in your life – Cadinha & Company shows your financial life how to provide five-star service to your real life.
