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WHO WE SERVE

 

Cairn Financial Group serves those looking to balance competing financial priorities.  Be it repaying debt while building wealth, balancing business distributions to accomplish personal goals, positioning retirement plans to optimize social security income, or simply pursuing future goals while maintaining financial freedom – Cairn Financial helps our clients understand how each competing factor affects their future outcomes.  Sometimes the issues are simple, and other times they are complex, but since there is rarely a universally correct answer in financial planning,  we help our clients assess the best way to wield all the factors to achieve their own definition of wealth.  In other words, we want to be a comprehensive partner that takes a proactive role in achieving our clients' visions of financial success.  

In contrast, we are not the right fit for everyone.  Clients simply looking for a broker, trader, or get-rich-quick scheme won't find our relationship optimal.  While it’s not an exhaustive list, below you can read case studies from some of our successful relationships.

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Young pharmacist paying off student loans quickly and wisely

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Growing family with stock compensation package and real estate adding complexity to wealth decisions

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Physician with a growing family, student loan debt, and no income protection to mitigate disability risk

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Hospital executive nearing retirement

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Significant but unpredictable 1099-income repairing the effect of poor financial habits

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Two income household balancing lifestyle, family, debt repayment, and retirement goals