Founded in 1993, Cascade Financial Group, Inc. is an independent financial planning and wealth management firm based in Colorado. The firm's mission is to help clients achieve their financial goals through a personalized and comprehensive planning process. Their advisors are affiliated with LPL Financial, a major registered investment advisor and broker-dealer, which provides them with back-office support, regulatory oversight, and a wide range of investment products while allowing them to operate independently. They specialize in creating customized strategies for retirement, investment management, estate planning, and insurance for individuals, families, and business owners.

Founded in

United States