
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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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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When Should Young Adults Start Investing for Retirement?
Now is the best time to start retirement investing for two key reasons: compounding and tax management. Read this article to learn more.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.