Our team proudly partners with Gardiner & Appel Group, a Severna Park-based firm that provides clients with tax preparation and business counseling. For over 35 years, Gardiner & Appel has offered their clients the same level of personalized service and custom solutions that we bring to our clients today. Through this partnership, we can provide a broader range of services as we work to encompass every client’s entire financial picture.
Before we begin strategizing, it’s important to us that we get to know you and your family first. We’re interested in learning about your current financial picture in conjunction with your personal values, goals and future needs.
Whether you’re a couple of newlyweds starting a family or retirees looking to protect your legacy, we’ve outlined below what you can expect from us as we work to offer thoughtful solutions to your most complex financial questions.
This complimentary discussion is a way for you to get to know us and for us to understand you and your finances' big picture.
If you decide we’re the right fit for your family, this meeting will be used to dive deeper into your current financial standings and relevant history.
We’ll take the information you’ve provided us to develop a personalized plan as we work to accomplish those goals that are most important to you.
Once you’re comfortable with the plan we’ve created, we’ll work together to implement these strategies and solutions.
Because nobody’s finances stay static, we’ll continuously monitor and meet regularly to evaluate your plan’s effectiveness and adjust strategies as needed.
Like the pieces of a puzzle, every aspect of your financial well-being connects to create a bigger picture. By adjusting or removing just one piece, you could affect how the others fit together. Our team takes a holistic approach to planning for your financial future because we understand that every piece of your financial picture is important.
When it comes to investment management, there is an art and science involved in determining which stocks, bonds and mutual funds make the most sense for you and your family. At Cassilly Financial Group, we utilize your investment personality characteristics to create a tailored strategy that aligns with your needs, goals and risk tolerance.
By focusing on the aspects we can control, we’re able to achieve returns faster than if we spent our time trying to outguess the market. The economy is constantly changing and shifting, which means safeguarding your assets while maximizing their potential is our top priority.
The primary determinant of performance, your asset allocation strategy is specifically built according to your risk profile, objectives and liquidity needs.
By utilizing third-party research to monitor investment selections, we’re able to find investments that offer a proven track record and a reasonable cost.
Because investments grow at varying rates of return, we’ll monitor and rebalance as needed so they remain at the target asset allocation.
As business owners ourselves, we’ve worked through many of the financial decisions you may currently be facing. Our insider perspective helps us take a more proactive approach to navigating your business needs and goals. By helping you avoid common pitfalls and conquer your complex financial issues, it is our goal to have you spending more time building, growing and maintaining your company instead.
We’re excited to help hardworking people like you turn their complex financial issues into simple solutions and strategies. No matter what stage of life you’re preparing for, our team can help. Give us a call today, or fill out the form below to tell us more about your unique needs.