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At Cascade Financial Group, You Can Expect More

Dedicated Financial Planning for

Individuals and Families

Across America

Discover Who We Are

Helping You Make a Plan

And Confidently Put It Into Action


Planning for your future shouldn’t be based on who you are or where you come from. At Cascade Financial Group (CFG), we are inclusive in the financial services we provide to a wide range of diverse individuals and families. 

As a Texas-based firm, we believe in helping clients near and far manage their finances and reach their long-term goals.



With Us, You'll Experience:


Meaningful Client Connections

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No Net Worth Minimum

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Straightforward Solutions

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Dedication to the Industry

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Learn strategies to effectively budget, build savings, pay off debt and ultimately live the life you dream of!

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Money Management by Katrina Flores



Personalized Strategies

Built to Fit Your Needs


With services designed to help you confidently approach your goals, we look forward to creating a reliable financial plan that works for you and your loved ones.

Discover How We Help