Educating Our Clients

At Cave Wealth Management, we realize that financial topics can be confusing.  We are here to help make sense of the confusing.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Common Topics of Discussion:


Investments:

»    What is Your Risk Tolerance?

»    Different Types of Investment Risk

»    ETFs vs Mutual Funds (Active vs Passive)

»    What are Stocks and Bonds?

»    What is Dollar Cost Averaging?

Insurances:

»    Different Types of Life Ins.

»    Different Types of Long-Term Care Ins.

»    Disability Insurance Features

Planning:

»    Are you on track for retirement?

»    Do you have enough insurance?

»    Roth Conversion Strategies

»    Pension Claiming Strategies

Tax Strategies:


  • Traditional IRA vs Roth IRA
  • Social Security Claiming Strategies
  • What are Required Minimum Distributions?



Many Other Topics….