Cairn Investor Services

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    • Home
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    • Contact

Cairn Investor Services

Cairn Investor ServicesCairn Investor ServicesCairn Investor Services
  • Home
  • About
  • Services
  • Philosophy
  • Reports
  • Contact

Welcome

There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.

Find out more

Services

Financial Analysis

Financial Goals

Education Funding Planning

Budgeting (Spending Planning)

Personal Records Organization

Cash Management Charitable Donations

Net Worth Analysis

Tax and Retirement Planning

Sale of Primary and Vacation Homes

Charitable Donations

Capital Gains

Sale of Investment Properties

Pension and Profit Sharing Plans

Retirement Goals Identification Plan Development and Review

Target Rate of Return Determination

Plan Distributions Including Lump Sum Distribution Analysis

Lifestyle Changes, Future Income, Expenses, Taxes, and Inflation

Social Security

Estate Planning Analysis & Education

Wills/ Trusts/ POA/ Healthcare Proxy

Preservation and Distribution Strategies

Trustee Selection

Tax Reduction Strategies

Annual Gifting Program

Living Trusts and Other Advanced Planning

Risk Managment

Life Insurance

Disability Insurance

Health and Long Term Care Insurance

Home Owner's Insurance

Automobile Insurance

Umbrella Liability Insurance

Peer Review, Investment Analysis and Management

Preservation and Distribution Strategies

Risk Tolerance Determination

Ongoing Investment Management

Transaction History and Cost Basis Tracking

Year-End Tax Reports

Investment Goals Identification

Diversification, Performance and Tax Implications

Year-End Tax Reports

Financial Coaching and Education*

Life/ Financial Goals Identification

Pay off debt

Creating and maintaining a budget

Basic Investment concepts

Importance of Risk Management

Creating a legacy

* Financial Coaching and Education can be done 1 on 1 or in small group. We use Dave Ramsey 's Financial Peace University program. There is a fee for course material but not fee the classes themselves nor any compensation given to the coordinator. We highly recommend that to take this class firest before enrolling in our Financial Coaching and Education service.

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