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Job Opening: Associate Planner

March 12, 2019

CAISSA has grown rapidly and we are looking to welcome an additional Associate Planner to the team! If you are or you know anyone who might be interested in this […] READ MORE >

CAISSA Spotlight: Meet Denise

February 19, 2019

Welcome to our new recurring  feature, the CAISSA Spotlight. Periodically throughout the next year, we’ll introduce you to a member of CAISSA. This month we’re profiling Associate Denise Thornburgh, who […] READ MORE >

Torpedo Proofing Retirment Visions

January 29, 2018

Torpedoes are toxic events that can drastically alter your retirement vision.  Because we use our torpedo proofing process with our clients, they tell us they find comfort and confidence in always knowing that […] READ MORE >

Reduce Your Investment Gains Tax Bill

November 21, 2017

You might be thinking this is imposssible…but there is a strategy that prudent and attentive advisors use called “Tax Loss Harvesting”. Caissa helps reduce the amount clients owe for taxes […] READ MORE >

Expect More!

September 28, 2017

Our value at Caissa is in our process….not a product. Clients can Expect More when working with Caissa! READ MORE >

What is an RIA?

June 27, 2017

When thinking about managing your nest egg you can do it yourself, work with a broker, work with a financial adviser or work with Caissa, an RIA.  Watch the whiteboard […] READ MORE >