Cape Cod Financial Services is an independent financial services firm servicing beautiful Nantucket and Cape Cod. For more than 23 years, we have been helping individuals and families pursue financial security and control over their money. Our mission is to help people work toward their financial goals and dreams.
Because we are an independent financial services firm, there is no pressure or incentive for us to choose one company's product over another. Therefore, we can offer you a product appropriate for your needs after considering a wide variety of options. If you are an existing client you'll find links to access your accounts and resources to make you a more knowledgeable investor.
Because we are an independent financial services firm, there is no pressure or incentive for us to choose one company's product over another. Therefore, we can offer you a product appropriate for your needs after considering a wide variety of options. If you are an existing client you'll find links to access your accounts and resources to make you a more knowledgeable investor.
Services
Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. That's why, at Cape Cod Financial Services, we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
The people who work at Cape Cod Financial Services not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! We are always ready to address your concerns, answer your questions, and put you at ease. Russ is the president and owner of Cape Cod Financial Services, an independent financial services firm based on Cape Cod and Nantucket.
Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.Asset allocation is used to distribute your investable assets among a variety of investment categories.
Risk management is intended to minimize financial and other losses potentially associated with risks to your assets, business, or health. Some examples of risk are personal and professional liability, business ownership, property loss, and catastrophic illness or disability. Your first line of defense is to identify your sources of risk and then to either avoid or minimize the major exposures.
Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved. A major goal of tax planning is minimizing federal income tax liability.
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