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CASCO Financial Group
CASCO Financial Group

CASCO Financial Group is a full-service financial advisory firm, dedicated to helping clients assess, plan for and potentially achieve their financial goals.

Our site is designed to introduce you to our firm and to offer you a wealth of educational materials, articles, newsletters, calculators and other tools that are designed to keep you up to date on financial issues, strategies and trends.

Please take advantage of this resource, put it in your browser favorites, and come back often.

Our Services
Financial and Estate Planning
We work with clients and provide financial plans of various types and complexities, such as Estate Plans and Retirement Capital and Income Projections.

Custom Portfolio Building
We conduct portfolio building and investment analysis - where we review investments and provide recommendations among different types of assets with a view toward fulfilling financial planning objectives.

Asset Management
Our asset management clients receive the flexibility to research, analyze, build and maintain a well-diversified portfolio with a broad range of investment choices, including no load and load-waived mutual funds, closed-end mutual funds, stocks, bonds, UITs, REITs, CDs and more.

Advisory Services
Specialized services at an hourly rate, such as advisor sounding board, financial problem solving, and financial coaching around issues, such as retirement, taxes, debt and cash flow.

We also offer free notary service to our clients.
  • Will vs. Trust: Is One Better Than the Other?
    When it comes to planning your estate, you might be wondering whether you should use a will or a trust (or both). Understanding the similarities and the differences
  • Are You Ending 2016 Healthy, Wealthy, and Wise?
    Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and
  • Pretax, Roth, or After-Tax Contributions: Which Should You Choose?
    If your employer-sponsored retirement savings plan allows pretax, after-tax, and/or Roth contributions, which should you choose?
  • Do I need to make any changes to my Medicare coverage for next year?
    During the Medicare Open Enrollment Period that runs from October 15 through December 7, you can make changes to your Medicare coverage that will be
  • What changes can I make during this year's Medicare Open Enrollment Period?
    Each year, current Medicare beneficiaries can make changes to their Medicare coverage for the following year during the Medicare Open Enrollment
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To learn more about the professional history of our financial advisor(s), please visit FINRA's BrokerCheck
Registered Representatives offering securities and investment advisory services offered through Cetera Advisor Networks, LLC, member FINRA/SIPC. Cetera Advisor Networks and CASCO Financial Group are not affiliated. CASCO Financial Group nor Cetera Advisor Networks, LLC offer tax or legal advice; please consult a qualified professional for advice.

Registered to sell securities in the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, WA, WI, WY

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Check the background of this financial professional on FINRA's BrokerCheck.