Caxambas Financial Solutions Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Terrence McCreanor

Terrence McCreanor

CRPC®, APMA®

Financial Advisor

Managing Director
Visit Terrence McCreanor's website

Team

Coleen Hodsdon

Coleen Hodsdon

Registered Practice Associate,

Chartered Retirement Planning Counselor℠