Financial Planning
Receive personalized advice based on your unique situation. Our professionals and financial planning tools will help you define short- and long-term goals and guide you along the way. We handle everything from current portfolio analysis to retirement mapping, performance comparisons, budgeting and more.
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Unique, Risk-Based Wealth Management Solutions
We combine technology, solid economic principles and real-time data to offer investors a consistent and disciplined investment approach in our Target Drawdown Professional Series. The series was built with the primary goal of minimizing losses in volatile markets — even the most extraordinary of volatile markets.
Learn More About How We Numerically Quantify Expected Risk View Target Drawdown Professional Series Performance
Accounting and Tax Planning
Cabana has in-house CPAs equipped to provide income tax preparation and planning, accounting, and business valuation and consulting.
Estate Planning
Estate, legacy and asset protection planning can be overwhelming and difficult for most individuals. We have worked hard to streamline the process and make it simpler than ever for our clients.
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Business Retirement Plan Consulting
Cabana and our partners offer holistic retirement plan consulting to companies and their employees. Our services include everything from plan consulting to plan enrollment and fiduciary services.
Interested in using our Target Drawdown investment approach in your current plan?
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