James T. Cassa, Cpa, Ppc Advisor To Watch Email & Phone Number

As a Sales Professional, you focus on staying current with the latest product specifications. Unfortunately, with all the demands on your life, you don’t have nearly enough time or energy to manage your personal finances and protect your family’s future.At Cassa Wealth Management, we help Sales Professionals by stepping in to fill this void and offer assistance with Investments, Insurance, Retirement or Estate Planning, via a comprehensive Financial Planning strategy. We help to structure, manage & protect your assets so you can enjoy a retirement filled with once-in-a-lifetime experiences.Sales Professionals come to us when they:Want to grow their assets at an accelerated paceHave to make decisions regarding when to exercise and diversify stock options Need help minimizing tax consequences Want to protect the assets they've worked hard to accumulate Need help determining if they are ready to RetireNeed help developing a Retirement Income Plan to generate income in retirementWithin just a few months of working with Cassa Wealth Management, they’re frequently able to:Be confident in their wealth accumulation strategyHave a clear process for when to exercise and diversity their stock options Feel confident they are minimizing their personal income taxes from their investmentsFeel like they can survive and thrive if an unfortunate health care event occursFeel confident they can retire on their terms and live primarily off interest and dividend incomeAs Wealth Advisors at Cassa Wealth Management, we provide leadership in navigating the ups and downs in the stock market. We provide a disciplined approach to growing our clients’ assets while protecting them from unfortunate events. Finally, we develop a Retirement Income Strategy that generates income throughout retirement without putting your Principal at risk. We are here to make managing & protecting your finances and lifestyle SIMPLE.If you’d like to know how we can help, let’s have a brief chat.🗓 My calendar [LINK TO CALENDAR]✉ Email: james.cassa@lpl.comOffice Number: 201-355-1788For a list of states in which I am licensed to do business, please visit www.cassawealthmgmt.com.Securities, financial planning and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Listed skills include Strategic Financial Planning, Investments, Wealth Management, Finance, and 31 others.

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  President

  Cassa Wealth Management

  Mar 2009 - Present - Paramus, Nj 07652