Get ready for retirement with a plan you can trust.
If you are about 5 to 10 years from retirement and want help managing your investments, I can help you build a clear plan and stay on track so you can move into retirement with confidence.
Most people reach out when they are starting to ask:
- Should I roll over an old 401(k)?
- How do I turn savings into retirement income later on?
- Who can manage this for me so I am not doing it alone?
I help you make the big retirement choices in the right order, then I handle the ongoing investment work so you do not have to.
Ready to get started? Visit my website to book an appointment.
Who I work with
I work with union workers in Longview, Kelso, and the surrounding area who are within 10 years of retirement, most often around 5 years out.
If you want a clear plan and you do not want to manage your investments on your own, I would love to help. I take the day-to-day investing off your plate and help you stay focused on what matters most.
Our Planning Process
Step 1: Get organized
We review your accounts, old retirement plans, and goals so everything is in one clear picture.
Step 2: Build the retirement transition plan
We map out your timeline, income needs, taxes, and an investment approach that fits your comfort with risk.
Step 3: Ongoing portfolio management
Once the plan is in place, your portfolio is managed with a disciplined process, and we adjust as life changes.
Investment Management
As retirement gets closer, it helps to have a steady plan and a steady approach. Most people do not want to spend their evenings watching the market or second-guessing every decision.
I take the day-to-day investing off your plate. Your investments are supported by an experienced investment team that focuses on research, risk awareness, and a disciplined process. Instead of reacting to headlines, we stick to a long-term strategy built around your goals, your timeline, and what you are comfortable with.
About Cade
I was born and raised in Longview, Washington, and I still call this community home. My faith is a big part of who I am, and it shapes how I show up for the people I serve.
What I enjoy most about this work is building long-term relationships. These are not one-time conversations. I want to work closely with you over the years, meet with you regularly, and help you make good decisions as life changes. I genuinely look forward to those review meetings and I get excited to help people take the next step.
A big reason I do this is because financial decisions can feel heavy. When someone leaves a meeting feeling more confident and more at ease about what comes next, it makes my day. That is the kind of work I want to do, and the kind of advisor I want to be.
I chose Thrivent because the values fit what matters to me, and I wanted to build a long-term practice serving people with care and purpose.
Life Outside of Work
My wife and I enjoy hiking in the Pacific Northwest, playing tennis, traveling, and being involved in our local church community. Faith, family, and relationships are at the center of our life.
Start a Conversation
If you are about 5 to 10 years from retirement and want to feel confident about what comes next, I would love to connect.
I work with union workers in the Longview and Kelso area who want a clear plan and do not want to manage the day-to-day investing on their own. I take the day-to-day investing off your plate and help you stay on track as retirement gets closer.
The best way to start is by visiting my website at the top of this page.