
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
-
Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
-
Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
-
HOT TOPIC: Tech Sector Turmoil and the Bear Market
This article discusses factors that have been driving market volatility and provides perspective to help investors make sound portfolio decisions.
-
Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.