Our Vision

We are committed to improve how American families retire, one soul at a time.

Mission Statement

We partner with you as independent Financial Advisors, to both individuals and businesses that do not have the time, resources, or current information needed to make informed decisions on the full spectrum of Employee Benefit Options or their individual portfolios. We offer a personalized financial strategy based on our clients unique goals. We don’t treat our clients like a number. Their attitudes, goals and strategies are our own.

We aim to exceed expectations by providing a needs/solutions based analysis for the benefit of you. We strive to ALWAYS provide services in accordance with professional and moral standards, never forgetting our end user is an individual. Our mission is to become a trusted partner, here to both educate and help advance your portfolio to meet your investment initiative, not only to retirement, but beyond.

Your Rights as a Client

You have the right to the highest level of service. With God’s help and a commitment to integrity, the Associates at Cassandra Financial Group will strive to provide exceptional customer satisfaction.

You have the right to work with an honest, dependable, independent financial advisor. We will develop a personal relationship with you through communication and oversight of your financial future.

You have the right to advice from an independent advisor, whose only agenda is the clients’ personal needs. We are a product neutral firm with office, practice, or team, which means we can help you select the product that works best for you.

You have the right to a quick response to your individual questions. When you call the associates at Cassandra Financial Group, you will speak to a real person. We are committed to replying to all inquiries within one business day.

You have the right to continued education along the path to financial freedom. You will be confident that the decisions that are made throughout your journey to retirement are the ones that will help you reach your goals. The associates at Cassandra Financial Group will work with you one on one to help you project reasonable expectations and have achievable scenarios in your financial plan.

Check the background of this firm on FINRA's Broker Check.