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Take control of your future with

Request a Free Consultation

comprehensive financial coaching

Asset protection for lifetime income.

At Cashmore Financial, we believe that financial clarity starts with protecting what you’ve worked hard to build. Our team specializes in asset protection, ensuring your wealth is shielded from risks like taxes, market volatility, and unforeseen expenses. But it doesn’t stop there—our comprehensive services also cover life insurance, retirement planning, and debt elimination, so you have a complete strategy to secure your financial future at every stage of your journey.

What We Do

Paycheck for Life

Maximize income with strategic real estate investments and annuities, creating stable, long-term secondary income streams.

Retirement

Planning

Secure your future with customized retirement plans, including Roth IRAs, 401(k)s, long-term care, and personalized risk assessments.

Debt

Elimination

Eliminate debt with tailored strategies that free up resources for wealth-building and ensure long-term financial security.

our mission

Setting you up for a comfortable retirement.

Our mission is simple: making sure financial security is within everyone’s reach. We specialize in asset protection, ensuring your wealth is shielded from risks like taxes, market volatility, and unforeseen expenses. With personalized coaching and a focus on real-world solutions, we help you achieve clarity in a complex world of finance.

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transforming chaos into clarity

Turn your financial stress into success.

Building wealth for your future starts with managing risk today. Financial planning can feel complicated, but our clear, step-by-step approach simplifies the process. From minimizing taxes to protecting against market swings, we’ll help you make smart decisions that grow your wealth and set you up for a secure, confident retirement. Let us turn your financial uncertainty into long-term success.

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What sets us apart.

why trust us

Client First Approach

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We put your needs at the center of everything we do. From our straightforward, no-pressure conversations to our commitment to transparency, you can trust us to prioritize your success every step of the way.

Unmatched Expertise

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With over 25 years of experience and strategic partnerships with top law firms and industry experts, we bring you the best guidance across asset protection and retirement planning.

Personalized, Practical Strategies

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We believe that every financial journey is unique. That’s why we create customized plans that fit your specific goals, ensuring every decision works toward protecting and growing your wealth.

Guidance for Every Stage of Life

Who We Serve

Established Professionals & Families

At this stage, our clients are focused on growing wealth for retirement, protecting assets, and eliminating debt. We provide the strategies to help them secure their financial future.

Young Adults Building Their Future

For those starting out, building a strong financial foundation is key. We guide young adults toward smart savings and growth strategies that set them up for long-term success.

Retirees Looking for Stability

Our older clients seek peace of mind in retirement. We help them manage assets, plan for long-term care, and protect their legacy for future generations.

here for you, every step of the way

How we work.

1. Risk Questionnaire

In just 5 minutes, get a clear understanding of your financial risk and how we can help.

2. First Meeting

We’ll sit down together to see if we’re a good fit for your financial goals.

3. Recommendations

Based on your situation, we’ll provide clear, actionable recommendations to help you grow and protect your wealth.

4. Implementation

Once you’re ready, we’ll implement the strategies that work best for you, with ongoing support every step of the way.

Your path to financial confidence starts with understanding risk.

We invite you to take our complimentary risk analysis. In just a few minutes, you’ll discover your unique Risk Score—giving you a clear picture of where you stand and what steps you can take to grow and protect your wealth.

Take Our Free Risk Analysis
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