Comprehensive Wealth Management and Financial Planning:
Navigating Your Path to Retirement Together.
At every stage of life, individuals face unique financial challenges. As a family-run retirement planning firm, we are committed to building lasting bonds of trust and dedication with our clients, working together to create tailored strategies that guide you toward a secure and fulfilling retirement.
Our commitment is to guide you toward achieving peace of mind in retirement.
Comprehensive Wealth Management and Financial Planning in Northwest Virginia
We’re more than just financial advisors; we’re your retirement partners. Our family’s mission is to walk with you every step of the way, helping you design a retirement plan that’s uniquely yours. We measure our success by your success, and nothing makes us happier than knowing you’re on the path to a secure and enjoyable retirement. As your partners, we’re dedicated to making this journey as smooth and rewarding as possible. You’re not just a client; you’re an integral part of our family.
now offering:
Smart Estate Planning Made Simple
Protect Your Legacy in Northwestern Virginia
Estate planning can be expensive, requiring multiple appointments with an attorney. Often plans are overly complex and confusing.
Let us help you simplify the process.
Tailored Financial Planning and Wealth Management Solutions
Serving Northwestern Virginia
We understand that individuals encounter unique financial challenges at every stage of life. With our personalized financial planning and wealth management services, we help you eliminate uncertainty and confidently plan for a secure financial future. Together, we can guide you toward achieving your retirement goals with tailored strategies designed to meet your specific needs.
Income Planning
Our focus is on optimizing your assets and creating a sustainable income stream throughout retirement.
Tax Minimization
We create tax minimization strategies to help you reduce your tax burden and maximize your retirement savings.
Legacy Planning
Maximize your family’s inheritance and minimize tax implications, through proactive estate and legacy planning.
Long-Term Care
We offer long-term care planning to help protect your future healthcare needs and secure your financial legacy.
You are never too old to set a new goal or dream a new dream.
Your Family's Future, Our Family's Expertise.
As a family-run retirement planning firm, we cherish the bonds of trust and dedication that come with working together. We’re excited to introduce you to our team – experienced professionals who are passionate about helping your family secure a happy, prosperous retirement.
Robin Cash
Founder • IAR
Amy Bellamy
Office Manager • Insurance Agent
Michele Thompson
Insurance Agent • Compliance • Marketing
Financial Planning Resources and Insights
Explore the Cash Financial blog for a wealth of resources and educational content designed to empower you with knowledge for smarter financial decisions.
Retirement is a phase of life that many look forward to, but for those who are unprepared, it can be a source of anxiety and
In the hustle and bustle of our daily lives, it’s easy to get caught up in the pursuit of wealth. That’s why it’s important to
As the air turns colder and the holiday season nears, fall is a season that inspires reflection. That’s what makes it an ideal moment to
Making the Transition to Retired Life
After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.
