Caissa Wealth Strategies

Description

• We're in the business of torpedo proofing retirement visions. Caissa Wealth Strategies provides advice and oversight of your wealth that is based on your unique situation. We're committed to each client's goals, and are as dedicated, if not more, to your financial plan as you are. We strategize multiple steps ahead, not unlike how one would analyze and plan a move in chess. Like chess, people have many financial pieces to include in their plan, some pieces are more valuable than others, but all are integral. We act as your Personal CFO to analyze, strategize and manage ALL of the financial pieces so that you dont have to. While we manage investments, we know theyre not the only area of your retirement plan that needs attention. We start with the financial plan. Every client receives a personal plan which integrates cash flows, taxes, net worth statements, insurance analysis and estate plan reviews. Utilizing your financial plan as the driver, we back into a scenario of cash flows and investment allocations that provide for a very detailed investment strategy. We measure our success in managing the investment portfolio by meeting the needs of your financial plan. We realize that lives change and therefore our strategies need to change with it. This is why we review your financial plan at every meeting and run updated scenarios as life happens. Confidence and simplicity it is what our expertise affords you to fully understand your financial situation without worry. Is your retirement vision torpedo proofed?
• 

  Headquarters:7825 Washington Avenue South Suite 625, Bloomington, Minnesota, United States

  More
• 

  Phone Number: +1 952-777-2270

• 

  Website: https://www.caissawealth.com

• 

  Employees:7

• 

  Revenue:$1 - 10M

• 

  Legal Name:Caissa Wealth Strategies

• Caissa Wealth Strategies's Social Media

  
• Is this data correct?

• |  NAICS Code: 523930  |

  Show More