At Casull Financial Advisory, we advise clients on every financial aspect of their lives. Retirement, IRA, ROTH IRA, SEP IRA, Small Business 401K, Investment Savings, Inheritance, Real Estate, Layoff, Career Change. The fee is deducted from the portfolio. Client is not billed. Wealth is not necessary to be a respected client of our firm.
There are no arrogant account minimum balance requirements. Everyone's life changes, and all life changes have a financial impact. Give us a call. We can talk about your specific situation by phone. Have your statements ready. You won't be asked to send them. We will ask/answer questions, and discuss your present situation.
There are no arrogant account minimum balance requirements. Everyone's life changes, and all life changes have a financial impact. Give us a call. We can talk about your specific situation by phone. Have your statements ready. You won't be asked to send them. We will ask/answer questions, and discuss your present situation.
Services
Steve founded Casull Financial Advisory, LLC, and serves as the President and Chief Executive Officer. He is the firm's majority shareholder. Steve possesses over 20 years of; Investment Analytics, Financial Advising, Stock Brokerage, Venture Capital Funding, and Business Consulting experience including; multimillion dollar corporate finance transactions and venture fund sourcing of several technology startups.
Our CEO, Steve Casull, is an expert in all types of investment strategies for retirement, and other Investment accounts. Steve personally manages all client accounts. Your account will never be handed off to an associate. Once the account is opened, money is either transferred from an existing account at another firm, or deposited by check.
Casull Financial Advisory provides top shelf business retirement plan services. Our experience in managing business retirement plans has been forged over 20 years. The ultra low fee structure typically saves our clients thousands of dollars. We are best suited managing small business, or corporate plans of 1 - 500 employees.
Buying a repossessed car, truck, piece of equipment, recreation vehicle, or other property, can save a phenomenal amount of money. My neighbor was skeptical. He found a nice Honda for his daughter. After paying $900 plus minor repairs, she sold it a year later for $3200! Utahn's are allowed to sell 5 vehicles a year without a dealership bond, as long as you license it.
There are easy, legal, and little known ways to reduce mortgage payments without having to refinance the mortgage, or submit mortgage documents. Your mortgage payoff timeframe will not be affected unless you take the savings and apply it to the monthly principal portion of the payment, thereby paying off your mortgage early!
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