Cascade Financial Partners – Cascade Partners

ABOUT

Cascade Financial Partners

Cascade Financial Partners is a boutique wealth management firm focused on helping families and building legacies. Our clients view us as an integral part of their team, functioning as a personal CFO to guide them through all of life’s meaningful financial decisions.

SERVICES

Life Planning
  • Cash flow management
  • Retirement planning
  • Asset protection
  • Education savings techniques
LEARN MORE
Life Planning
  • Cash flow management
  • Retirement planning
  • Asset protection
  • Education savings techniques
LEARN MORE
Investment Management
  • Customized portfolios
  • Non-traditional strategy offerings
  • Asset protection
  • Tax efficient asset location
LEARN MORE
Investment Management
  • Customized portfolios
  • Non-traditional strategy offerings
  • Asset protection
  • Tax efficient asset location
LEARN MORE
Legacy Building
  • Estate planning
  • Asset titling
  • Gifting strategies
  • Philanthropic endeavors
LEARN MORE
Legacy Building
  • Estate planning
  • Asset titling
  • Gifting strategies
  • Philanthropic endeavors
LEARN MORE

PROCESS

Accumulate
Accumulate
  • How much do we need to save?
  • Should I invest on a pre-tax or after-tax basis?
  • How do I finance my home purchase?
  • What is the best method to save for my children's education?
  • Do we need life insurance?
  • What is proper estate planning?
Grow
Grow
  • Are we on track?
  • How can we save on taxes?
  • Is our portfolio growing at a rate commensurate with our tolerance for risk?
  • We want to start our own business, how can you help?
  • Is our rental property a good investment?
  • Are my assets titled in a way that provides asset preservation and avoids probate?
Spend & Protect
Spend and Protect
  • Can I afford the lifestyle I want in retirement?
  • Do I need to change my asset allocation now that I’m no longer working?
  • What are some tax-efficient distribution strategies?
  • Is our estate properly structured and still in alignment with our wishes?
  • What happens if inflation sky rockets?
  • What happens if the market crashes?
Transfer
Transfer
  • What is a donor advised fund?
  • What is a qualified charitable distribution and how does it reduce my taxes?
  • How do I leave a gift to my favorite charities in a way that benefits us both?
  • How do I involve my children in my charitable endeavors?
  • How do we protect our wealth from estate taxes?
  • What are some advanced estate planning tools
Accumulate
Accumulate
  • How much do we need to save?
  • Should I invest on a pre-tax or after-tax basis?
  • How do I finance my home purchase?
  • What is the best method to save for my children's education?
  • Do we need life insurance?
  • What is proper estate planning?
Grow
Grow
  • How much do we need to save?
  • Should I invest on a pre-tax or after-tax basis?
  • How do I finance my home purchase?
  • What is the best method to save for my children's education?
  • Do we need life insurance?
  • What is proper estate planning?
Spend & Protect
Spend and Protect
  • How much do we need to save?
  • Should I invest on a pre-tax or after-tax basis?
  • How do I finance my home purchase?
  • What is the best method to save for my children's education?
  • Do we need life insurance?
  • What is proper estate planning?
Transfer
Transfer
  • How much do we need to save?
  • Should I invest on a pre-tax or after-tax basis?
  • How do I finance my home purchase?
  • What is the best method to save for my children's education?
  • Do we need life insurance?
  • What is proper estate planning?

Meet Our Team

Brian Krause, CFP®

Brian Krause, CFP®

Managing Director | Partner

Jeffrey McCulloch AIF®, CRPC®

Jeffrey McCulloch AIF®, CRPC®

Managing Director | Partner

Natalie Cesmat, CFP®

Natalie Cesmat, CFP®

Director of Financial Planning|Partner

Darien Horton, CFP®

Darien Horton, CFP®

Director of Financial Planning|Partner

Carleen Acosta

Carleen Acosta

Director of Operations|Partner

Monica Suzara

Monica Suzara

Director of Operations|Partner

Meet Our Team

Brian Krause

Brian Krause, CFP®

Managing Director | Partner

Jeffrey McCulloch

Jeffrey McCulloch AIF®, CRPC®

Managing Director | Partner

Natalie Cesmat

Natalie Cesmat, CFP®

Director of Financial Planning|Partner

Darien Horton

Darien Horton, CFP®

Director of Financial Planning|Partner

Carleen Acosta

Carleen Acosta

Director of Operations|Partner

Monica Suzara

Monica Suzara

Director of Operations|Partner

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