At Cascade Financial Group, we provide assistance in the following areas:
Investments:
Bonds Common Stock Educational Accounts Brokerage Accounts Traditional IRA Roth IRA |
SEP IRA Simple IRA Treasury Bills Government Securities Treasury Notes Variable Annuity |
Financial Planning:
Retirement Plans Tax Plans 401 (k) Planning 403 (b) Planning |
College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans |
Insurance:
Disability Income Insurance Life Insurance Long Term Care Insurance |
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Tax Planning:
Relocation Tax Issues State Tax Return Preparation Representation Before the IRS Tax Return Preparation Individual Tax Preparation and Planning |
Business Start Up, Counsel and Corporate Taxes Small Business Accounting Services IRS and State Tax Audits Income, Gift and Estate Tax Returns |
