
We are advisors from independent broker/dealer: Cadaret, Grant
Welcome to our Web site. We hope your visit here will help you understand the opportunities and potential rewards of working with us to pursue your financial goals.
Chief amongst those goals should be financial independence. Getting there requires knowledge, diligence, patience, experience, and skill. While some investors are comfortable with their own ability to sift through mountains of information, to pick and choose shortcuts, and to make the right choice at every turn, the majority still prefer working with a financial professional. Like you, they recognize that there is no cookie-cutter formula to financial freedom and the peace of mind that comes with it.
For financial independence you can really depend upon, you need to map out an investment strategy that fits YOUR goals, YOUR realities, and YOUR dreams for the future. That strategy requires the help of a financial advisor who has been there, a Cadaret, Grant professional who will listen and then show the way.
- Paul R. Loucks, Registered Principal
Newsletters
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
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How Life Insurance Could Help Mitigate Taxes in Retirement
A permanent life policy can be used to help supplement retirement income, pay for long-term care services, or leave a tax-free legacy.
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?