Do you have an actual plan for retirement, or just savings?
One coordinated plan covering investments, taxes, Social Security, and risk, built for people in Longview and Kelso within 10 years of retirement.
Questions a good plan should answer
🗺️ How do all my accounts work together?
Old 401(k)s, IRAs, and savings, coordinated into one income picture instead of managed separately.
💵 How do savings become a stream of income?
There's a specific order to draw from accounts that can help improve the longevity of your retirement assets.
🧾 Am I positioned to be tax-efficient?
We look at the three tax buckets: tax now, tax later, and tax never and plan your income accordingly.
🏠 Is my family protected either way?
A plan should hold up if something bad happens, not just if everything goes right.
A 3 Meeting Process
To explore working together we'll go through my 3 meeting process:
- Connect. We'll get to know your situation, no numbers required yet.
- Discover. We build your financial plan and your probability of success.
- Deliver. You get your printed financial plan summary and clear next steps.
What you walk away with
A printed financial plan summary at your third meeting, covering:
- Net worth summary
- Income projection
- Probability of success
- Risk review
- Tax-efficiency snapshot
- Your action steps
From there, the next step is up to you. If we both feel like it's a good fit, I'll lay out what working together looks like. I won't ask you to decide on the spot. I'd rather you take it home, talk it over, and sleep on it.
This is built for you if
✅ You live in or near Longview or Kelso
✅ You're within 10 years of retiring
✅ You'd rather hand this off than manage it yourself
✅ You want your accounts working together, not scattered
About Cade
Born and raised in Longview. This is home. Outside the office you'll likely find me at the gym, on a hike or tennis court when the sun's out, or spending time with my wife and our local family. I serve on the board for Habitat for Humanity, worship at our local church on Sundays, and meet monthly with a group of Christian business owners for encouragement and fellowship.
I earned my Bachelor's degree in Financial Planning from Franklin University and built my early career at another firm before finding my home at Thrivent, whose values matches my own. I care about my clients personally, not just their portfolios. My work is about helping people retire with enough confidence that they can spend their time on the people they love instead of worrying about money.