Investment Planners - Cashman Financial Planning

CONNECT

Address:

420 Maine St.
Quincy, IL 62301

Phone:

217-228-4433

We Seek Better Results through a Focus on After-Tax Returns

All financial planning and investing should inherently include tax considerations.  Regardless of your current net worth or income tax bracket, there are strategies that can be utilized to legally reduce your overall tax burden.  We like to call it 'constant awareness' of taxes.  In other words, we are constantly considering available methods we can utilize to reduce your overall tax burden.

American flag tax planning for Cashman Financial Planning Andrew Cashman

Tax planning must be proactive in order to achieve tax savings, not reactive.  That's why we thoroughly consider available tax planning opportunities at all times during the client relationship.  We are committed to always search for opportunities for you to maximize post-tax returns and income, and preserve wealth.

Andrew Cashman's background as a tax attorney, including his Masters in Laws in Taxation from Georgetown University Law Center, a top-rated tax law school, gives him full command of tax laws that affect your finances.   

We design investment portfolios that are tax efficient so as to increase your after-tax returns and income.  In addition, we strategically place certain assets in taxable and non-taxable accounts in order to help you keep more after taxes.  Finally, we are continually assessing clients' situations and presenting them with various tax planning ideas throughout the year.   

We also advise clients with respect to philanthropic planning and the tax issues related thereto. We can help you set up a private foundation or self-directed/donor-advised charitable fund and invest the funds in a way that meets fiduciary requirements.

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