Specializing in Corporate Retirement Plans:

Our Team brings a participant driven approach to corporate retirement plans.   Our service model is what sets us apart from the competition.  When you partner with Cassandra Financial Group, you are provided with…

– Advisors who are Platform and Product Neutral                                      – Quarterly Performance Figures

– One on One Onsite Participant Meetings                                                   – Responses to All Inquiries Within One Business Day


Retirement Plans Offered by Our Team:

Individual Financial Plans

No two individual plans are the same.  Cassandra Financial Group Advisors will work with each individual to ensure they have a financial plan that fits their personal investment objectives. Click the links below to learn more about some of the services and ways we create a plan for you.

Retirement Planning

Retirement planning can be very challenging, and it never has been more important to have a complete comprehensive strategy to keep you on track to reach your goals.  Click on the links below to access some great tools and information to help guide you in your plan.  Are you…

College Planning

How do I save and plan to deliver the dream?


Insurance can play a crucial role in you financial plan.  Life is full of the unexpected, so providing a portion of your assets to an insurance product may be a prudent choice to help ensure you and your loved ones are protected.  Our team provides a wide array of quality insurance alternatives that can provide protection for you, your family and your business.   Click the links below to learn more about some insurance products that we offer.

Executive Solutions

While you are busy managing your company’s future, who is taking care of yours?