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Helping Clients Pursue Their Financial Goals

Life is a series of steps. And with each milestone you pass comes the greater need for careful financial planning. Personal Wealth Management is the most personal form of financial services and our highly personalized approach is prudent and thoughtful. We work with you to integrate disciplined investment management with smart financial planning, to better prepare you and your loved ones for the key financial events in your lives. Investing and financial planning are important matters we treat seriously—with knowledge, experience, and discipline. When you work with Cadence Investment Services, you deal directly with highly credentialed investment professionals who adhere to the strictest principles of integrity and objectivity.

Contact us to take the first step.

Helpful Content

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Breaking Down the Parts of Medicare

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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