Our Goals

 Our primary goal at Cashdollar & Associates, LLC is to provide the best possible professional services available as we help our clients attain their personal financial goals.

David O. Cashdollar, CFP®, is a registered representative with Walnut Street Securities, Inc., an independent broker/dealer, through which all registered securities are purchased. He is joined by a staff of seven certified financial paraplanners, two of which are the office manager and the database administrator, along with an addition of a receptionist. In June 2011, David will begin his 33rd year in the financial service industry. The last 31 years of service have been from his office at 115 Erie Street in Grove City, PA.

Creating a personal or business financial strategy at Cashdollar & Associates, LLC begins by recognizing that each client is unique. The process is simple, yet complete.  It is as follows:

  1. We spend time in getting to know our clients, their assets and liabilities, their income and their specific goals.
  2. We help clients design their own strategy to meet their goals.  We discuss, define, and design their retirement plans, asset accumulation and investment strategies, insurance application and risk management needs, estate planning needs, and tax strategies.
  3. We help clients find and purchase appropriate investment and insurance products.  We stress the importance of educating our clients with regard to IRAs, pension rollovers, retirement plans, 529 College Savings Plans, life insurance, long-term care insurance, mutual funds, annuities and individual securities.  All investment products are purchased through Walnut Street Securities, Inc.
  4. We establish a review process to evaluate the changing needs of our clients, the economy, tax strategies, and specific investments and insurances. 

 

 

The people at Cashdollar & Associates, LLC have had the good fortune to work with many fine clients.  We thank them for that opportunity. Today, Cashdollar & Associates, LLC is not only well positioned to maintain our current client relationships, but we enthusiastically look forward to establishing new ones.