Investment Planners - Cashman Financial Planning

CONNECT

Address:

420 Maine St.
Quincy, IL 62301

Phone:

217-228-4433

Financial Services... Reinvented

Today's world is increasingly interconnected.  We believe financial matters are no different.  We serve people by systematically addressing not only their investments but all their financial planning needs.

But our goal is not just to improve your finances.  We've seen many times how proper financial planning can significantly improve a person's overall sense of satisfaction in life.  That's why our ultimate goal is to provide services that improve our clients' lives for the long-term.

The first step in our process is to meet with you to get to know you, to find out who you are, the status of your current finances and what your goals are for the future.  We then formulate a strategic plan and investment strategy that will allow you to reach those goals. We then implement the plan and investment strategy, adjusting it as necessary over time.  We place high value on transparency and always keep you informed - with regular meetings and an online dashboard bringing together all your finances for you to view at any time.  

We customize our services to suit each client's vision and objectives.  Our services will include some or all of the following, depending on your needs:

Investment Planners, Inc. - Quincy, Illinois building at night from Washington Park fountains Financial Planning

  • Investment planning and management - we develop a customized asset allocation and diversification plan for each client designed to capture the highest available long-term returns given their unique situation, values and goals
     
  • Retirement planning - we work with clients to determine whether they are on track to retire, maximize Social Security, determine a budget and develop an optimized retirement income distribution plan
  • Other goals planning - we work with clients to determine and prioritize goals, develop a plan to reach those goals and then continually track progress towards those goals, making adjustments to the plans as needed 
     
  • Asset protection & preservation - we identify and implement strategies, including but not limited to insurance strategies, to best protect our clients' assets given their financial situation
     
  • Tax minimization - we continually identify and impement tax strategies that will reduce clients' overall tax burden and work with their accountant when necessary to implement identified strategies
     
  • Business succession planning - we help clients develop and implement exit strategies that are triggered either when they decide to retire or change fields, or in the event of financial hardship, injury, disability or death
     
  • Charitable giving planning - we develop tax-efficient charitable giving strategies for clients
     
  • College education planning - we help clients determine their expected education costs and then develop the most tax-efficient plan for meeting those needs
     
  • Estate planning - we help clients identify estate planning strategies that will help them preserve and protect what they have worked hard to accumulate and then coordinate with an attorney to implement those strategies

We are driven to far exceed our clients' expectations for financial services.  We deliver on that through higher thinking and higher standards of excellence.  Contact us today to learn more about how we can serve you.  

Cashman Financial Planning Investment Planners, Inc. office building Quincy, Illinois

 

 

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