Investment Planners - Cashman Financial Planning

CONNECT

Address:

420 Maine St.
Quincy, IL 62301

Phone:

217-228-4433

We Utilize Sophisticated Financial Technology to Better Serve You

We provide our clients with a personal financial webpage where they can view all their finances together in one convenient location.  We call this the WealthLink page which is provided by eMoney Advisor.  This robust software allows clients to view all their financial accounts in one central location including their Financial Plan if one has been prepared. Access to WealthLink can be obtained from the Client Account Access page or by clicking WealthLink

In addition, click on the Portfolio Risk Analysis button at the top of this page to be taken to our dynamic risk analysis software.  This software helps us to better understand you and your risk tolerance.  The biggest strength of this software, however, lies in its ability to determine whether your investment portfolio matches you and your needs.  If it does not, the software assists us in strategically designing an investment portfolio tailored to your unique circumstances.  We have found that a properly aligned investment portfolio is paramount to achieving financial success. 

The goal with all our technology tools is to take the guesswork out of your financial future.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck