Comprehensive wealth management demands specific skills and experience. With a strong background in financial services and investment management the team at Cushing Financial brings the necessary expertise to each client's situation to ensure management of complex financial issues.
Our firm provides help in the financial areas below:
- Investment planning and modeling
- Risk management and asset protection
- Tax planning strategies
- Estate planning and wealth transfer
- Asset allocation and rebalancing
- Philanthropic and charitable contributions
- Portfolio management
- Social security planning
- Insurance products (annuity, health and life)
- Small business retirement plans
*This information does not constitute advice in the area of legal, or tax advice. It is your responsibility to seek guidance and advice of your own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney and/or CPA.
*Asset Allocation and diversification cannot guarantee profit or insure against a loss. There is no guarantee that any investment strategy will be successful; all investing involves risk, including the possible loss of principal.
Your Money, Your Plan!
When you take control of your finances you can live life to the fullest. Regardless of your age or life stage you can make financial decisions that move you towards your goals.
We know you've worked hard for your money.
Now let us help your money
work hard for you.
