
Is CAISSA insured for mistakes?
Yes, we carry Errors and Omissions insurance at all times. READ MORE >
Yes, we carry Errors and Omissions insurance at all times. READ MORE >
The CFP® board has put together a great list of things to ask: Finding a CFP® Professional READ MORE >
Not all investments should be sold. We transfer “as-is” and assess from there how to massage your portfolio to maximize its potential. READ MORE >
Yes, in this age of technology, we are able to serve clients wherever they are. READ MORE >
“A CDFA professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA professional is to assist the […] READ MORE >
Yes, please ask and we will be more than happy to provide them. READ MORE >
NO. We run a tight compliance ship at CAISSA. READ MORE >
While we manage investments, we know they’re not the only area of your retirement plan that needs attention. That’s why we start with the financial plan. Every financial planning client […] READ MORE >
We do provide tax strategies and estate planning guidance and strategies to educate clients on their options and implement them with the help of the tax accountant and attorney. We […] READ MORE >
This is very common. Many people feel this way. However, by finding out the gaps sooner than later, you will be able to bridge them that much easier and faster. […] READ MORE >