Investment Management, Retirement, Small Business, and Estate Planning expertise. Better Business Bureau Accredited Member A+ Rating
FREE Investment portfolio analysis by phone. Have your current statements ready.
Registered Financial/Investment advisor firm with over 25 years Financial Services and Investment Analytics experience, 20 years of which as a Federally licensed Investment Consultant/Financial Advisor/Stock Broker.
Contributor to: Financial Planning Magazine's "Financial Advisor Confidence Index", BrightScope.com article, "Best Financial Advisors", Radio Show:"Bulletproof Your Financial Future", Wealth Management Magazine's Investment Advisor Trend Study, PR Newswire, Piper Jaffray, OTC News, Anadarko Petroleum New Stansbury Coal, Patriot Coal.
We try to minimize account losses by taking your account to cash during foreseeable market pressures? Most firms do not.
Being an independent firm allows for many client advantages, with NO disadvantages.
ULTRA LOW FEES (usually HALF of the standard), and assessed on the account balance over the full year which is best for the client.
FREE SERVICES: We give clients, and their families, advice on a broad range of "Life Change"events. This advice alone saves our clients thousands of dollars. From the day you open an account, you and your family will have a retained Financial Advisor at no extra charge. Small business owner? We have over 25 years of excellent experience in; business consulting, 401k, VENTURE CAPITAL, Inventions, Patent, manufacturing.
All accounts are SIPC protected and insured.
WE Lay out a specific customized plan to each clients' situation, and goals.
"We want you to be happy you found us, and proud to refer us to your friends and family"...Steve Casull, President Casull Financial Advisory & Investments.