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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.

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Helpful Content

Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

 

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Current Cash Flow?

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Surprises

Making the most of surprises is a great reason to work with us.

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