Our Services

Financial professionals helping you make informed decisions about your finances while utilizing the best six areas of financial strategy to maximize the impact on your overall financial strategy



Creating a financial picture that will address your cash flow management so you can meet your goals.



Tax strategies to help reduce tax impact on investment returns and income.



Analysis of income and assets to develop proper protection every stage of life and business.

Retirement Planning

Retirement strategies to help maximize your retirement savings at any stage of life.

Wealth Accumulation

Designing a strategy that meets personal life, and risk tolerance, while investing asset to meet financial goals.



Planning strategy to properly pass on more wealth while minimizing tax burdens.



Fostering success as we handle all financial tasks
for your business security and financial future.



Enterprise-level strategic guidance with flexibility and the no expense of an executive.

We offer personal, face-to-face financial guidance and product solutions to individuals, business owners, and executives. Developing a one-on-one relationship and a concise process for you.

Your financial professional will help you realize the full potential of your financial future by identifying and prioritizing your short- and long-term goals. This is a critical first step so you can engineer a targeted strategy that employs financial strategies customized to meet your needs.

No Compromise, Just Maximize.

Erik Cascio - Founder/CEO

Erik Cascio has 12+ years of experience within the banking and financial services industries. Erik has acquired many accolades within his ongoing career and leadership roles with some of the top mutual institutions in the country. What makes Erik different from many financial professionals is that he specializes in tax efficient strategies for helping to accumulate wealth while also seeking to mitigate volatility risk. He helps his clients feel assured with their decisions. They also are confident with his vast knowledge and abilities to help them preserve and protect their wealth.

No Compromise. Operational Excellence.

Jimmy Alba - CEO

  • 10+ years in Operational Excellence for multiple Fortune 500, 100 Manufacturers

  • Worked with some of the top EA’s, CPA’s, and CFP’s in the country

  • Affluent in individual, business, and representative tax services.

  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight considering all tax legislation.

  • Provides  a passionate experience either through working directly with clients, or holding public speaking events and webinars.

  • Helping businesses and individuals grow - especially those in underserved communities - by providing a strategic yet relatable client experience through tax, accounting,  and business process.


847 409 0326

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