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Mission Statement

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It is Our Mission to protect and enhance our client's financial well-being. It is Our Tradition to build a bright, highly professional team that is dedicated to sound financial judgment, strong family values and the ability to daily care for our clients, our staff, our families, and our community.

Business Retirement Plans

Find the right retirement plan for the business you own or manage. You want to reward yourself and your employees by offering competitive benefits. The right retirement plan can help attract, retain and reward employees and help you meet your personal and business objectives.

Let us help you compare the characteristics of the different options available to you. Today’s business leaders have a multitude of choices when designing a plan or reviewing their current plan. We can help you understand, plan, design and select between the options available and the costs involved. We can help you review your current plan to see if it can be more affordable, better accomplish your goals or to reduce your fiduciary obligation.

Cascade Investment Group works with businesses on a consultative basis to help design and implement business retirement plans. We have access to numerous providers, administrators and investment solutions. We also work with plan administrators as outside consultants if needed to design employee education plans, review current platforms and make new recommendations.