Meet Chad

“We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.”

Chad Cassiani

President

 

bio

 

Attorney Cassiani is a highly sought after national speaker. He has taught thousands of Financial Advisors and CPAs on Advanced Estate and Retirement Planning. Attorney Cassiani has been quoted in national and local publications and he has been a frequent guest on the radio show “Senior Power.” He has also authored the book “Wealth Creation and Preservation: What You Don’t Know CAN Hurt You.”

Attorney Cassiani has helped hundreds of local individuals in Estate and Financial Planning, including Charitable Planning, Business Succession Planning and Legacy Planning, creating both Living Legacies and Death Legacies.

In addition to his Law Degree, Attorney Cassiani has a Master’s Degree in taxation and an MBA degree in business. Attorney Cassiani achieved financial designations such as Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). In addition to the above designations, he is an Investment Advisor Representative with New Heights Investment Advisory, Inc. Attorney Cassiani is also licensed in Life and Health Insurance.

Mr. Cassiani was a co-founder and served as director, legal counsel and chief financial officer of Angelus Retirement Corp. (elderly assistance), and the Addison-Rand Corp. (a senior housing management company), both national in scope. He was also the individual who proposed and subsequently led the development of and the successful implementation of an advanced financial services division for a Fortune 500 financial services organization. In addition, he was the leader in the development of a national trust company where he was an officer and also served on the original board of directors.

Today, his focus is on helping individuals locally and across the country to protect their assets from the consequences of taxation, probate, health care and market volatility. The main focus is on asset protection and growth.