The expertise you require and the personal attention you desire – Expect More
Caissa Wealth Strategies provides advice and oversight of your wealth that is based on the best interests of you and your unique situation. Our committed goals for our clients is that we will be as dedicated, if not more, to your financial plan than you are, our services will pay for themselves and we will torpedo proof your retirement plan.
With years of experience, our core conviction for our clients is that a prudent investment plan will only be as strong as the financial plan that directs it. Every client receives a personal plan integrating cash flows, taxes, net worth statements, insurance analysis and estate plan reviews.Utilizing your financial plan as the driver, we back into a scenario of cash flows and investment allocations that provide for a very detailed investment strategy. We measure our success in managing the investment portfolio by meeting the needs of your financial plan.
We realize that lives change and therefore our strategies need to change with it. This is why we review your financial plan at every meeting and run updated scenarios as life happens.
Confidence and Simplicity– it is what our Expertise afford you so you fully understand your financial situation without having to worry about it.