Cassandra Spitzer, MBA, CFP®
Financial Advisor
It begins with a plan
Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.
Waddell & Reed WealthLink
Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with me to set budgets and create a plan to pursue your financial goals.
Individual Retirement Plans
Business Retirement Plans
Financial Planning Services
Investments
Advisory Programs
Insurance
Education Saving
Gifting or Giving Strategies
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
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Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
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