CFP®, CAP®, CLU®, ChFC®

independent wealth management & retirement planning

John Cash, a native of central Florida, grew up in Winter Park. John graduated from the University of Florida in 1990, majoring in Finance & Risk Management. Upon graduation, John joined his father’s insurance agency, Cash & Associates, P.A. He knew right away that he wanted to pursue his passion of helping people save money & plan for their futures. In addition to his securities licenses, John earned many designations in financial & estate planning, being most proud of the CFP® (Certified Financial Planner) & CAP® (Chartered Advisor in Philanthropy) designations. Over the last twenty five years, John has transformed Cash & Associates into an independent wealth management & retirement planning firm.

Successful investment management relationships begin with a clear understanding of each client’s specific needs, concerns and long-term objectives. Investment time horizon, income and liquidity requirements, prior investment experiences and risk tolerance are all factors taken into consideration when customizing the asset allocation strategy for each client. John believes that in order to consistently benefit from the markets, you need to be invested across all of them, all of the time.

The goal at Cash & Associates is to develop a comprehensive financial plan or “road map” for each client. Combining planning with ongoing advice helps each client make certain that their financial picture and life goals are constantly being evaluated with respect to changing conditions. John has assembled a team of financial specialists who provide comprehensive and ongoing advice to help navigate through today’s complex financial landscapes.

John’s other area of expertise is in the area of retirement plans, specifically 401(k) plans. In 2008, John trademarked his innovative, fee-based platform for handling 401(k) plans, The Retirement Plan Maximizer™. This process takes clients through a rigorous examination of their existing 401(k) plan in order to decrease employee and employer costs, maximize plan performance and reduce fiduciary liability, all in a customized, documented and measurable process.

Despite being personally involved with each client, John’s top priorities remain his Christian faith & his family. He & his beautiful wife, Laurin, live in College Park with their three children and attend First Presbyterian Church where John serves as an elder. In addition to serving on the board of directors for the Central Florida Financial Planning Association, John is a three time winner of the Five Star Wealth Manager award.

John and the professionals at Cash & Associates are available to give you or your company an independent second opinion on your investments or qualified plan to see if working with Cash & Associates might be a good fit for you.

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Cash & Associates, P.A.
827 Irma Ave.
Orlando, FL 32803
P: 407.896.8880
F: 866.362.3655
www.cashassoc.com

Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFPAS is not affiliated with Cash & Associates, P. A.

 

 

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