Services

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

Investments/Accounts

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

Insurance

Life Insurance
Long-Term Care Insurance
Disability Income Insurance