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Cashdollar & Associates, LLC offers a full range of tailored financial services. We will review your financial needs at your convenience. Recommendations are then prepared to address your goals or needs. Our 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.

Customized Financial Services

  • Investment Planning
  • College Planning
  • Retirement Planning
  • Tax Planning Strategies
  • Estate Planning Strategies


  • Mutual Funds
  • Annuities (Fixed/Variable)
  • Brokerage
  • Stocks
  • Bonds
  • IRA's - Traditional, Roth, SEP, and SIMPLE
  • 401(k) Plans
  • 403(b) Plans
  • 529 College Savings Plans


  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance