Our Firm

Cashman Consulting & Investments, LLC provides a broad range of services relating to retirement plan design, administration and investment planning. Our mission is to identify the needs of each client and provide advice assisting them in the analysis of the many different available alternatives of retirement plan design and funding vehicles.

We have found with our philosophy on investments and the use of a multitude of vehicles, our approach at CCI, has creatively tied all of the necessary components of investment planning together; allowing for a clear and understandable client road map whether it be regarding a Corporate Plan or Individual client Asset Management needs.

As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:

• How much money will I need in order to retire?
• How can I get the most out of my 401(k)?
• Should I have a traditional IRA or a Roth IRA?
• How can I position my investments for higher potential returns while reducing risk?
• How can I ensure that my children receive as much as possible from my estate?
• What do I need to know about wills, trusts, and probate?

Please feel welcome to call us today at (425) 895-8676 or send us an email if you find yourself asking questions about your retirement and financial future.