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Homepage : Cadence Financial Advisors
http://www.cadenceadvisors.com/homepage
Wealth Management with a Personal Touch. Retiree and Late Career Professional. Complete integration of all aspects of your financial life, giving you peace of mind to pursue your life’s dreams, while protecting your family’s. How do you define financial success? What is a goal you have yet to accomplish? A New Approach to Wealth Management. Offering expert financial planning and investment management tailor-made for you and your life goals. 101 East Park Blvd. A registered investment advisor.
Meet the Team : Cadence Financial Advisors
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Wealth Management with a Personal Touch. Retiree and Late Career Professional. Michael A. Domingo, AIF , CFP , CLU, CRPC. President, Wealth Manager. Cadence was founded from a vision to deliver premier wealth management services free from the conflicts of interest deeply embedded in the antiquated business models of banks, brokerages and insurance companies. Mike and his family live in Plano, Texas. 101 East Park Blvd. A registered investment advisor.
Physicians : Cadence Financial Advisors
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Wealth Management with a Personal Touch. Retiree and Late Career Professional. QUESTIONS ON YOUR MIND. Are we on track to meet our goals? How do we protect and build our assets? How do we know if we are making smart decisions with our money? How do we plan for the myriad of competing goals? How do we protect our family, in case something catastrophic happens? INVESTMENT and TAX MANAGEMENT. You have multiple investment accounts: a 401(k), an IRA, a taxable brokerage account. Each account could be tied...
Our Difference : Cadence Financial Advisors
http://www.cadenceadvisors.com/company
Wealth Management with a Personal Touch. Retiree and Late Career Professional. We look to address your unique questions and address them together in a cohesive manner. Wealth management is more than a financial plan, investment returns or tax reductions. It’s an ongoing process of discussion, consultation and complete integration of all aspects of your financial life. Our methodology is based on decades of academically sound and empirically tested research, developed, modified and improved upon by some o...
Clients We Serve : Cadence Financial Advisors
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Wealth Management with a Personal Touch. Retiree and Late Career Professional. RETIREE / LATE CAREER PROFESSIONAL. You’re at the stage when you’re thinking about retirement. You have goals, not only for yourself, but for your loved ones. You have saved money and built some wealth, but is it enough? Questions on your mind. Can we afford to retire? How much can we take from our portfolio? When should I start taking Social Security benefits? How do we allow our wealth to empower, not hinder our kids? We see...
Our Process : Cadence Financial Advisors
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Wealth Management with a Personal Touch. Retiree and Late Career Professional. Learn more about your goals and financial situation. Presenting your Personalized Plan. Presentation of Services to be Provided. Confirmation of Commitment and coordination of services. We typically have various planning meetings per year with each of our clients. Midyear is time for the Advanced Planning Meeting. The planning at this meeting is based on the most important goals for each client. Retirement cash flow an...The t...
Wealth Management Platform : Cadence Financial Advisors
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Wealth Management with a Personal Touch. Retiree and Late Career Professional. Our Wealth Management System employs the most advanced security features and protocols to keep your data safe, private and secure, 24/7/365. Comprehensive security protection measures include password protection, secure socket layer encryption, firewalls, intrusion detection, audits, inspections and more. You can be confident that your important information is safe and secure. For more information. 101 East Park Blvd.
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The Retirement Answer
Ten Facts That You Should Know about Capital Gains and Losses. February 26, 2015. February 26, 2015. When you sell a capital asset the sale results in a capital gain or loss. A capital asset includes most property you own for personal use or own as an investment. Here are 10 facts that you should know about capital gains and losses:. Capital assets include property such as your home or car, as well as investment property, such as stocks and bonds. Net Investment Income Tax. Long and Short Term. If your l...
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