Our Services

 

 

The financial management process at CAC Financial Partners, LLC begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we’ll focus on your specific goals.

With changing economic conditions and market swings, we advocate investing sensibly over the long run and maintaining an adequate level of insurance coverage. We work with you side by side so that you’re confident in and comfortable with the financial suggestions we make.

 

 

 

 

INVESTMENT & FINANCIAL PLANNING

Retirement Planning

Traditional IRA's 

Roth IRA's

Profit Sharing  

Defined Benefit Plans

Self Employed Retirement Plans

Non-qualified Plans

Estate Planning

Gifting

Charitable Strategies

Assets Replacement Plans

Investments

Stocks

Bonds

Mutual Funds 

Savings

Individual Retirement

College Funding Plans

Educational IRA's

Business Continuation Planning

Annuities

                                         

                                          

 


 

INSURANCE 

Life

Health

     Disability     

Long Term Care

  Group Benefits 

Auto 

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