Services
What We Do
Count on our family to help you gain the guidance you need to retire with confidence using a suite of services. Our promise to you is we will walk side by side and work together to create a detailed plan of action that is specific to you and your needs. We will guide you through each step of the process to reach your goals. Your satisfaction is our top priority. Each one of you are our #1 client.
Income Planning
Do you have a plan that will provide you with a secure income stream for the next 30 years or more of retirement? One of the most common concerns for retirees is wondering if they’re going to run out of money during retirement.
Making the transition from wealth accumulation to a long-term income stream takes a change in mindset. It requires a different set of investment strategies, and it doesn’t happen overnight.
Tax Minimization
We create customized retirement income strategies that our clients feel confident about. We can do the same for you.
We’ll discuss:
- Your Needs in Retirement.
- Protected Growth Strategies for your Income Needs.
- Strategies to minimize or eliminate “Longevity Risk” and “Sequence of Return Risk”
Many Retirees believe they will pay a huge amount of income taxes if they use their assets for income, or if they increase their income. The fact is that most Retirees will not be in a high effective tax bracket and have the option to take income from their assets to live the retirement of their dreams. ILG helps our clients navigate tax issues and utilize their assets today.
Legacy Planning
You’ve worked your entire life to support your family and deserve the peace of mind that a comprehensive estate plan can give you. Effective estate management enables you to manage your affairs during your lifetime and control the future distribution of your assets. If you have assets that you plan to pass on to your heirs, don’t you want to take steps to guarantee that your family gets as much of your nest egg and Uncle Sam gets as little as possible? An effective estate strategy minimizes what the IRS gets and maximizes what your family keeps. But it takes planning.
Long Term Care Planning
Our clients worry about not having enough money in retirement. They – quite reasonably – fear needing long-term care and not being able to afford it — or having to wipe out their savings in order to pay for it. We know Medicare won’t pay for long-term care. And if you don’t come up with a plan for covering that expense in advance, you may be putting yourself at risk at a time when you will be the most vulnerable.
Ready to Get Started?
Schedule your free consultation, today!
Schedule Your Consultation
Services We Offer
- 401 K Management
- Estate Planning
- Life Insurance
- Retirement Planning
- Investment Management
- Social Security Planning
- Tax Planning
- Delaware Statutory Trusts (DSTs)
- Plan Management
- Financial Services
- Fixed Index Annuities
How Can We Help You Today?
Cash Financial LLC
53 Three C Ln
Fishersville, VA 22939
Phone: (540) 241-0659
Mon – Fri: 10:00AM – 5:00PM
Sat-Sun: Closed