Investment Planners - Cashman Financial Planning

CONNECT

Address:

420 Maine St.
Quincy, IL 62301

Phone:

217-228-4433

True Wealth Means Having a Sense of Abundance

We know first-hand the level of hard work necessary to start and build a successful business or professional practice.  We have lived through the inevitable frustrations, but also felt the sense of great fulfillment that comes from the hard work and dedication necessary to succeed.  

We also know the satisfaction that can result from customized financial planning. Andrew Cashman and his wife Michelle started their lives together with a combined negative $135,000 net worth due to heavy student loans (well over $200,000 in today's dollars).  They felt trapped by their financial situation.  Because of this, they set out with a goal to be debt-free and have saved enough for retirement by age forty - not necessarily retire then, but be in a position to not have to save any more.  In other words, they wanted financial freedom by age 40.  They developed a thorough plan to get there and set out to do it.

Andrew and Michelle both remember not all that long ago being ecstatic that they reached the milestone of $0 net worth.  That was the result of diligent savings and debt reduction, smart investing and hard work, while still living very fulfilled and fun lives.  But they didn't stop there, they kept saving, reducing debt and investing wisely.  They finally were able to pay off their student loans in full in 2012, a second major milestone in their household.  All that time they stuck to their savings plan and invested well.

Andrew and Michelle were able to achieve the financial freedom and sense of abundance they desired by age 40.  How did they do it?  They made a plan, adjusted it as needed and made intelligent investment decisions.  

A thorough financial plan and strategic investment strategy were crucial to their personal financial success and overall well-being.  This is why Andrew is so passionate about delivering financial services to his clients - he knows intimately the impact wise planning can have on your life.  

Through our financial planning process we will lay out a strategy whereby you can achieve your life's goals and live your life to the fullest.  To us, wealth planning is about much more than money.  Ultimately it is about helping you capture the life you've imagined.  

 

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