Cairn Investor Services

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Cairn Investor Services

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

Our most popular services

Peer Review

Client Check-up Report

Peer Review

Building Better Portfolios in 2025

Add a level of accountability to your relationship

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Uplan4U

Client Check-up Report

Peer Review

Customizable Advisory and Planning Subscription.  Take control with James Vassas CFP® a professional who has your back.

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Client Check-up Report

Client Check-up Report

Client Check-up Report

Give your financial plan a physical. Know where to put your time and attention so you can be more efficient,

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Additional 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 no fee for the classes themselves nor any compensation is given to the coordinator. We highly recommend that to take this class first before enrolling in our Financial Coaching service.

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