In Business Since 2001
(616) 575-2020
Securing Your Financial Vision - At Cascade Financial Group, Our Vision Is To Bring Your Financial Goals Into Focus - One Source, One Visit, One Company
Cascade Financial Group:
* Individual Retirement Accounts
* Roth IRA's
* 401(k)
* 403(b)
* Safe Harbor 401(k)
* 457 Plans
* SEP Plans
* Simple IRA Plans
* Pension and Profit-Sharing
* Defined Benefit Plans
* No Load Managed Institution Funds
* Structured Income Streams for Retirees
* Financial Planning
* Life Insurance
* Long-Term Care Insurance
* Medicare Supplement
* Charitable Giving Plans
Lending Services:
* Conventional Financing
* Jumbo Financing
* New Construction Financing
* Short and Long Term Fixed Rate Loans
* Traditional and Hybrid Adjustable Rate Loans
* Interest Only Options
* Debt Consolidation
* Home Equity Loans
* Home Equity Lines of Credit
* Financing for Second Home and Vacation Properties
* 100% Financing Options
* Annual Mortgage Review and Planning
CFG Tax and Accounting:
* Individual and Business Tax Planning
* Tax Preparation
* Trusts
* Corporations
* Partnerships
* Estates
* Not-for-Profit Entities
* Financial Statements
* Accounting and Bookkeeping
* Business Performance Analysis
* Forecasting and Budgeting
* Cost Accounting
* Payroll and Payroll Taxes
* Business Start-up Assistance
* Fiduciary Accounting.
Baxter and Kladder Independent Law:
* Estate Planning
* Asset Protection
* Wills and Trust
* Elder Law
* Medicaid Law
Cascade Financial Group, located in Grand Rapids, Michigan, is an independent, full service, fee based, wealth management, and investment advisory firm. Our goal is to assist each client in meeting or exceeding their financial vision. With over 20 years of experience, our trusted advisors are trained and certified to provide you with expert advice in planning and managing your financial future. Our reputation for providing exceptional financial planning is built upon professional integrity, comprehensive array of services, and personal long-term relationships.
CFG Tax & Accounting, LLC is dedicated to serving the business and personal financial needs of our clients. Since there is no way to escape taxes, our goal is to help make dealing with them as painless and stress free as possible.