Dan Scott [ChFEBC℠]
4411 E Sunshine
Springfield, MO 65809
Original Certification Date: 12/23/15
ChFEBC℠ Number: 065D1MS72
Organization: Cascade Financial Management Inc. and RIA
Broker Dealer: Cascade Financial Management Inc.
States Currently Licensed: MO, FL, TX, WA, CO, WI.
Primary State Insurance License#: 0175417
Primary Insurance Companies: One of the advantages of being independent is that I can utilize the strengths of various companies that will provide the best solution for each individual situation.
Primary Investment Companies: We use many companies, after building your personal plan we will match the best solution to your situation.
Services: Cascade’s definition of wealth management is the delivery of services, advice, and solutions which integrate investment consulting, wealth enhancement, wealth transfer, wealth protection, and charitable planning.
Additional Information: Relationships with my clients revolves around becoming actively and personally involved in clients financial decision-making to help clients achieve confidence, comfort, and success in their financial affairs. Plan Wisely – Invest confidently – Enjoy Life.