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: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
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Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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