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Comprehensive Services

For the Moments That Matter Most

Breaking Down Your Large Financial Goals

Into Smaller & Manageable Steps


We get it. Financial literacy and planning are often daunting and can feel overwhelming. But, at Cascade Financial Group we believe that no family should be left behind struggling and without financial education and access to resources.


No matter where you come from, we’ll work with you to help you achieve the goals you have for both you and your loved ones.


Services We Offer Include:



Financial Education

and Planning

Estate Planning
Resources



Remote Notary and Signing Agent Services

Insurance Solutions



Testimonials


"Katrina is exceptional and definitely represents the image of professionalism that lenders want to have across the board. She is a 10!!"

Patricia G.
Refinance Client

"Katrina was awesome! She was knowledgeable, efficient, professional and handled the signing of our loan papers beautifully. We would highly recommend her for future signings in our area."

Mr. and Mrs. Armstrong,
Refinance Clients


Thank you so much Katrina! You are a godsend, but I bet you hear that all the time. : )

Kenneth M.
Estate Planning Client


It Starts With Simplifying the Complexities

By breaking down complex financial concepts into understandable terms, our clients are capable of making strong and beneficial decisions moving forward. We aim to empower you to take an active role in your financial health and encourage lifelong learning about finances so you can live a financially secure life.


With No Minimum Requirements

There’s Nothing Keeping You From Your Future


Let’s Work Together