Frederick Cassilly

When it comes to investment management, there is an art and science involved in determining which stocks, bonds and mutual funds make the most sense for you and your family. At Cassilly Financial Group , we utilize your investment personality characteristics to create a tailored strategy that aligns with your needs, goals and risk tolerance. By focusing on the aspects we can control, were able to achieve returns faster than if we spent our time trying to outguess the market. The economy is constantly changing and shifting, which means safeguarding your assets while maximizing their potential is our top priority. Our Investment Management Services Include: The primary determinant of performance, your asset allocation strategy is specifically built according to your risk profile, objectives and liquidity needs. By utilizing third-party research to monitor investment selections, were able to find investments that offer a proven track record and a reasonable cost. Because investments grow at varying rates of return, well monitor and rebalance as needed so they remain at the target asset allocation. As an independent and unbiased firm, your investments are selected with your best interests in mind and include both active and passive investments. Even if were not scheduled to meet, well continuously review your progress and identify new avenues for you to invest your money so you achieve value. As business owners ourselves, weve worked through many of the financial decisions you may currently be facing. Our insider perspective helps us take a more proactive approach to navigating your business needs and goals. By helping you avoid common pitfalls and conquer your complex financial issues, it is our goal to have you spending more time building, growing and maintaining your company instead. Our Business Planning Strategies Include:

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Founded
2006