ABOUT
Cascade Financial Partners
Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies. Our clients view us as an integral part of their team, functioning as a personal CFO to guide them through all of life’s meaningful financial decisions.
SERVICES
Life Planning
- Cash flow management
- Retirement planning
- Asset protection
- Education savings techniques
Life Planning
- Cash flow management
- Retirement planning
- Asset protection
- Education savings techniques
Investment Management
- Customized portfolios
- Non-traditional strategy offerings
- Asset protection
- Tax efficient asset location
Investment Management
- Customized portfolios
- Non-traditional strategy offerings
- Asset protection
- Tax efficient asset location
PROCESS
Accumulate
Accumulate
- How much do we need to save?
- Should I invest on a pre-tax or after-tax basis?
- How do I finance my home purchase?
- What is the best method to save for my children's education?
- Do we need life insurance?
- What is proper estate planning?
Grow
Grow
- Are we on track?
- How can we save on taxes?
- Is our portfolio growing at a rate commensurate with our tolerance for risk?
- We want to start our own business, how can you help?
- Is our rental property a good investment?
- Are my assets titled in a way that provides asset preservation and avoids probate?
Spend & Protect
Spend and Protect
- Can I afford the lifestyle I want in retirement?
- Do I need to change my asset allocation now that I’m no longer working?
- What are some tax-efficient distribution strategies?
- Is our estate properly structured and still in alignment with our wishes?
- What happens if inflation sky rockets?
- What happens if the market crashes?
Transfer
Transfer
- What is a donor advised fund?
- What is a qualified charitable distribution and how does it reduce my taxes?
- How do I leave a gift to my favorite charities in a way that benefits us both?
- How do I involve my children in my charitable endeavors?
- How do we protect our wealth from estate taxes?
- What are some advanced estate planning tools
Accumulate
Accumulate
- How much do we need to save?
- Should I invest on a pre-tax or after-tax basis?
- How do I finance my home purchase?
- What is the best method to save for my children's education?
- Do we need life insurance?
- What is proper estate planning?
Grow
Grow
- How much do we need to save?
- Should I invest on a pre-tax or after-tax basis?
- How do I finance my home purchase?
- What is the best method to save for my children's education?
- Do we need life insurance?
- What is proper estate planning?
Spend & Protect
Spend and Protect
- How much do we need to save?
- Should I invest on a pre-tax or after-tax basis?
- How do I finance my home purchase?
- What is the best method to save for my children's education?
- Do we need life insurance?
- What is proper estate planning?
Transfer
Transfer
- How much do we need to save?
- Should I invest on a pre-tax or after-tax basis?
- How do I finance my home purchase?
- What is the best method to save for my children's education?
- Do we need life insurance?
- What is proper estate planning?
Meet Our Team
Brian Krause, CFP®
Managing Director | Partner
Jeffrey McCulloch AIF®, CRPC®
Managing Director | Partner
Natalie Cesmat, CFP®
Director of Financial Planning|Partner
Darien Horton, CFP®
Director of Financial Planning|Partner
Carleen Acosta
Director of Operations|Partner
Monica Suzara
Director of Operations|Partner
Meet Our Team
Brian Krause, CFP®
Managing Director | Partner
Jeffrey McCulloch AIF®, CRPC®
Managing Director | Partner
Natalie Cesmat, CFP®
Director of Financial Planning|Partner
Darien Horton, CFP®
Director of Financial Planning|Partner
Carleen Acosta
Director of Operations|Partner
