What We Do

Reviewing charts during a meeting

Am I saving enough for retirement?

Will my retirement income allow me to live the lifestyle I desire?

Do I have the right protection in place for my assets?

Have I created the proper estate plan?

The financial advisors of Cadagin-Prosser Financial Group, Inc. have been answering these questions for individuals, families, and small businesses in the greater Edwardsville area for decades. With experise in every aspect of investment management, retirement, estate planning, and insurance planning, our advisors can deliver an integrated plan that is right for you.

Financial Planning for Individuals

As independent financial advisors, we have no parent company or product pressures driving our recommendations; we answer only to you. So you know you’re getting an objective guidance in all areas, including:

Accumulation of wealth aims to construct a solid, financial base sufficient to pursue your financial objectives.

Estate planning, to create a master plan for the management of your assets and property during life and the distribution of your property at death

Investment strategies, to put a plan in place that is consistent with your personal or business goals, time horizon, and risk tolerance

Education planning, to help prioritize college savings and education planning topics, such as student loans and financial aid

Protection of wealth, to create a strategy aimed at preserving your assets from erosion due to inflation, market decline and taxe

Risk management, to minimize any threats to your personal or business assets by taking a comprehensive look at all your risk

Insurance planning, to evaluate your needs for life, long-term care, disability and other insurance

Business planning, to help you plan every stage of your business from growth, to compensation and succession planning

Retirement planning, to evaluate your current financial status and create an accumulation strategy that will help to ensure your desired retirement lifestyle

Taxation, to minimize the tax burdens you face now and in the future by understanding your unique circumstances and navigating the evolving tax laws