Is CAISSA insured for mistakes?
Yes, we carry Errors and Omissions insurance at all times. READ MORE >
What should I ask a new advisor when interviewing them?
The CFP® board has put together a great list of things to ask: Finding a CFP® Professional READ MORE >
Will you sell everything after I transfer my accounts?
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 >
Do you work with out-of-state clients?
Yes, in this age of technology, we are able to serve clients wherever they are. READ MORE >
I see Kelly is a CDFA, what does that mean?
“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 >
Will CAISSA provide client references?
Yes, please ask and we will be more than happy to provide them. READ MORE >
Has CAISSA ever had an issue with the SEC?
NO. We run a tight compliance ship at CAISSA. READ MORE >
What else do you provide?
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 >
Do you provide tax or legal advice?
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 >
What if I am scared about the diagnosis of my financial plan?
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 >