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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Planning | Investment Planning |
$100 - $300
Call to Book
|
Retirement Planning |
$200 - $500
Call to Book
|
|
Education Planning |
$150 - $350
Call to Book
|
|
Insurance Services | Life Insurance |
$20 - $100
Call to Book
|
Critical Illness Insurance |
$50 - $150
Call to Book
|
|
Disability Insurance |
$30 - $120
Call to Book
|
|
Investment Management | RRSP Investments |
$100 - $250
Call to Book
|
TFSA Investments |
$100 - $250
Call to Book
|
|
Portfolio Review |
$80 - $200
Call to Book
|
|
Tax Planning | Tax Preparation |
$200 - $400
Call to Book
|
Tax Optimization |
$150 - $350
Call to Book
|
|
Tax Consultation |
$100 - $300
Call to Book
|
Cascade - A series of events in which things happen one after another, even if they seem unrelated. Cascade Financial Group Inc was named after the wealth we pass to our clients. It's the legacy we pass on to our family and business partners and, of course, ourselves as we retire. In addition, there is another sense in which the phrase “Cascade” may be used. Ralph found that his clients required a fresh advisor after many years of working with him individually when he founded the firm back in 2009. A year later, his son Tanner joined the team. Then, two further financial advisors, Tom Johnson and Hans Minish – both of whom had worked with Ralph in his earlier days – joined the Cascade team. Your service commitment will be cascaded to somebody else at any moment. That way, your financial planning is more likely to be consistent and seamless.
 
Cascade Financial reviews are filled with glowing feedback, particularly about financial professionals like Tom, Tanner, and Hans. Approbation for an easy-to-understand and supportive approach in setting up investments, insurances, or any questions about lifetime financial planning. These experts show customers creativity, genuine concern, and always exceed expectations on service delivery. Their clients give reasons like gratitude, personal well-being, stable direction, comprehensive control, and even referrals to friends and family for the long-lasting trust developed with their financial advisors. Great customer support, teams, and lifetime connections make for more interest and reliability compared to their competitors. It's a great place to come back with high consumer reviews and ratings. Great company's consumer reviews and ratings can be a hub of exceptional professional services and conscience.
 
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