At Cadeau, we work hard to offer you impeccable service and personalized attention. When working with us, you can expect:
- Serve First Philosophy
We always put the client first. Our goal is to help you with your unique needs and individual goals. Offering ongoing education, we seek to simplify complex concepts so you may better understand them and, as a result, feel more confident in your decision making.
- Experience and Credentials
With more than 30 years of experience and the CERTIFIED FINANCIAL PLANNER™ certification, Chris Jacob has the knowledge to help address your financial concerns, no matter how complex. As a CFP® certificant, Chris has met rigorous professional standards and has agreed to adhere to the principles of integrity, objectivity, confidentiality, professionalism, and diligence when working with clients. CFP® certificants are held to the highest of standards in terms of ethics and responsibility, and all practitioners must abide by a strict code of professional conduct.
- Independence and Objectivity
As part of an independent firm, our professionals only offer our clients objective and unbiased guidance. As a registered representative with Saxony Securities, Chris Jacob has access to a wide range of solutions and products and only recommends those he believes align with a client’s goals.
- Flexible Fee Structure
We understand our clients have different needs. We offer several fee structures for assets under management.
- Frequent Communication
Our communication and interactions continue long after we have implemented a client’s financial strategy. We meet with clients several times a year and review their accounts on a regular basis.
We don’t arm you with a strategy that only addresses your retirement plan or one element of your financial situation; our goal is to look at your entire financial picture, which often means working with other professionals in your life, such as a CPA or an attorney. We serve as your financial quarterback, leading your team of professionals to help ensure all strategies work cohesively with one another.