Is it just us, or has summer just flown by again this year?
At CAISSA, we have been extra busy this summer working on and polishing up our newly redesigned website… and we are EXTREMELY EXCITED to share it with you!
This has been an important project for us and one that we have been working on for quite some time. The goal for our redesigned website is that it’s an easy to navigate, valuable resource… whether it’s to learn more about our services; find educational information including videos (and animated whiteboards for those looking for something fun to watch), worksheets, FAQ’s and more; or to log-in to Schwab, Sharefile and other helpful websites.
Check out (and bookmark) our client resources page to see for yourself, but don’t stop there. Make sure you click through all the pages as they are chock-full of information you definitely don’t want to miss!
We hope you are able to soak up and enjoy every last minute of the summer… and we can’t wait to hear what you think of our website’s new look, so please drop us a line to let us know.
Caissa Wealth Strategies is a fee based registered investment advisory firm, specializing in personal, dynamic wealth management. Based in Bloomington, Minnesota, Caissa financial planning professionals provide individualized strategies for every client. You can expect more from CAISSA, and in turn, you will get a fiercely loyal advocate on your side. For more news and information on wealth management solutions, visit Caissa Wealth.