jamie@cadencecapital.co
(925) 314 - 8513
Cadence Capital Investments
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VIDEO LIBRARY

Retirement Tax Strategy

Retirement Questions

FIA Hedging

FIA Decision Assurance

Safe Money Contracts

FIA Reset

Annuity Types

Indexed Annuity

FIA Crediting

Home Equity Conversion

Whole Life Cash Reserve

IUL Retirement Plan

Insurance Financing

Lifetime Benefits (IUL)

WL Retirement Plan

Estate Planning

Private Equity Banking

IUL Cash Reserve

Mission Statement

Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.

Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.

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Contact Info

(925) 314 - 8513
jamie@cadencecapital.co
2333 San Ramon Valley Blvd., Suite 200 San Ramon Ca

Fortune Form CRS
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Advisory services offered through Prosperity Financial, a Registered Investment Advisor | Disclosures | Privacy Policy
Securities offered through Fortune Financial Services, Inc., a Registered Broker/Dealer, member FINRA/SPIC. | FFSI Form-CRS
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