Our Services

Comprehensive Financial Services



Cashdollar & Associates, LLC offers a full range of comprehensive financial services. David Cashdollar will review your financial needs at your convenience. Recommendations are then prepared to address your goals or needs. His commitment is to you and not to a particular investment product.



A personal investment strategy is presented and options provided. Careful, well-planned investing is the cornerstone of financial security.Cashdollar & Associates, LLC searches for the most appropriate investments available - investments that remain consistent with your goals, risk tolerance, and other factors.
 

Qualifications

Special Needs Planner,  MetLife Center for Special Needs Planning^SM

Registered Representative of Walnut Street Securities, Inc.

Member, Financial Planning Association (FPA)

Member, National Association of Insurance and Financial Advisors (NAIFA)

CERTIFIED FINANCIAL PLANNER™ Certificant (CFP®)

Series 6, 7, 63, 65 & 24 Securities Licensing
 

Member, National Tax Shelter Account Association (NTSAA)

 

Retirement Services & Investments



401(k) Plans

403(b) Plans/Tax Advantaged Annuities

IRA's - Traditional, Roth, SEP, Simple and Rollovers

Profit Sharing & Money Purchase Plans

Long-Term Care Insurance Planning

Estate Planning Assistance**



Investment Services*



Mutual Funds 

Stocks

Bonds - Taxable and Tax-free

Annuities, Fixed and Variable

Trust Accounts**

Estates

College Investment Accounts/ 529 Plans

Single, Joint and Children's Accounts



Insurance



Life Insurance

Disability Income Insurance

Long-Term Care Insurance

*David Cashdollar is a registered representative and investment advisor representative of and offers securities and investment advisory services through Walnut Street Securities, Inc. (WSS) a broker/dealer (member FINRA/SIPC) and a Registered Investment Advisor. WSS is a MetLife company.  Cashdollar & Associates, LLC is not affiliated with WSS.



**Registered representatives of WSS do not provide tax or legal advice.  Please seek the advice of your tax or legal professional before making any decisions.