Cadre Financial Group
Business Consultant in Kansas City, MO
During the last twenty years, Cadre has developed an exceptional and reliable process allowing us to assist our Clients advance to their desired financial and estate planning destination. This unique process is built on listening to our Client's requirements, wants, and desires so that a relevant plan is created that will lead to the desired outcome. Cadre Financial specialists are fee-only advisors and do not use commissioned products as solutions. It is our belief that a fee-only relationship provides a totally unbiased solution because there are no commissions to complicate our process.
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Cadre Financial Group
read moreYour financial strategies should be designed to allow you to accomplish your significant dreams. Build your strategies on advice from independent members of well-function teams of key professionals. In today's complicated world, you can insure a multi-discipline approach for your strategies by relying on team of successful professions. A strong team includes a Fee-only Planner, a CPA, an Estate Planning Attorney, and a Registered Investment Advisor. Know your heart before you jump to an estate plan, tax plan, insurance plan or investment opportunity.
About Us
read moreKey Principal - Understand your risk tolerance in order to effectively manage your investments. There is a proven relationship between risk and reward. No one seems comfortable when investing beyond their risk tolerance. Balance of Fear and Greed - Your risk tolerance is your comfort level between fear and greed. Your risk profile is part of your Personal Mission Statement. We will assist you in articulating a risk profile that makes you comfortable and allows you to sleep well at night. Interesting Human Nature - Do you want to follow "the crowd" or march to the beat of your own values?
Cadre Financial-Team Power
read moreTeam power - Forge strong relationships with a team of professionals and insure a multi-discipline approach for your strategies. Your core team should include your Planner, CPA, Attorney and Registered Investment Advisor (RIA). Checks and balances - Achieve checks and balances for your decisions by having a team of skilled professionals providing you advice. Your ability to remain focused on your Vision and resist any urge to deviate from your risk profile improves when you have professionals evaluating your major decisions.
Cadre Financial-Graceful Exit
read moreGraceful Exit - Planning for a Graceful Exit does not bring our end any closer, but it does make good planning possible. Meaning - Have you considered what a "Graceful Exit" means for you and your family legacy, including plans for an untimely death or early dementia? Instructions for Others - If you are leaving your final care decisions to someone else, have you provided written instructions and details about how you feel and what you want? Are you comfortable that those designated will view your options the same as you?
Cadre Financial-Investment Management
read moreInvestment management - Cadre Financial does not manage your money. We manage and maintain relationships with several performing money managers and insure your money is managed consistent with your strategy and risk tolerance. Demand tax efficiency - Can you realize capital gains on your schedule or do mutual funds dictate the timetable? You can work together with your CPA to time the best year for recognizing capital gains when a Registered Investment Advisor builds your portfolio. Develop your own portfolio - You can achieve the same diversification as a mutual fund; you also have greater flexibility.
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