Cady Financial Services is an independent and comprehensive financial firm dedicated to your financial health. Personal attention to detail and excellent communication set us apart. 

Your satisfaction is necessary to our success. Our goal is to provide you with an incredible level of customer service. We welcome your comments and suggestions.

Do you want a financial advisor who takes a personal interest in you? Then you’ve come to the right place. Michelle Cady, Owner and Investment Advisor Representative, provides you investment advice based on your unique circumstances. Customized portfolios help grow, protect and distribute wealth in the most tax advantageous way.  

Our Services

 

Investments

Together we explore your investment choices to custom create a portfolio perfectly tailored to you. This is done through getting to know you, past investment experiences, future goals, risk tolerance, and setting realistic and informed expectations. Once your portfolio is created, we will review...
 

Retirement Planning

You will likely spend a third of your life in retirement so you’re going to want to plan for that! We can help you stay focused and on track. Comprehensive planning tools allow us to stress test your plan for just about every “what if” scenario you can invent. Making sure you have enough retirement...
 

Education Planning

The rising cost of college can be daunting. Starting early with college savings plans is essential. We can help you create a forward-looking financial plan depending on your situation including: 529 Plans: Also called “qualified tuition plans”, these are state or educational institution-sponsored...
 

Managing Your Finances

Managing money doesn’t come easily to everyone. So if you are struggling, don’t despair. Getting your financial life in order sooner rather than later, will be worth the effort. Here are eight starting points for you to consider. 1. Create a budget I know…it’s as fun as dieting, right? But you need...
 

Asset Management

You work hard to get ahead financially! Your goal is to make the best investment choices NOW for a brighter future. We’re here to help you. Our Process: Beginning a new relationship. Should we work together? Are we a good fit? Let’s start with a conversation about what you’re looking for in an...
 

Business Succession Planning

The death of a business partner can have devastating effects on both the business and the deceased’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family...
 

Charitable Giving

This is my favorite part of financial planning. I call it the “why” of your labor! Quite simply, it’s about crafting a legacy that will live beyond the donor’s life. These are causes near to your heart that reflect your core values and make a difference in the world! For me, it’s rescue animals...

Our Team

Office Assistant Team

Through a partnership with our firm, Cambridge Investment Research, Inc., we have access to a team of highly trained and dedicated virtual assistants for administrative support. This allows us to spend more time with our clients due to the resources available.  As Cambridge associates, our assistants are comprehensively trained to ensure excellency with the various aspects of the financial service industry. 

☎ 208-340-1716 ✉ virtualassistant@cambridgesecure.com

 

 

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Blog

Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1 It’s also raising a lot of questions about investing in election years, how to respond to market uncertainty, and what money moves truly make sense. Here’s a handful of key factors to keep in mind when you’re investing in an election year.