About Our Firm
TODAY. TOMORROW. TOGETHER.
At Cassidy & Company, our mission is simple: to provide innovative and practical life insurance solutions to our valued clients. We take pride in utilizing our collective experience and industry knowledge to deliver unique, personalized life insurance strategies for corporate executives, business owners,
and affluent families.
Our firm-wide commitment to professional integrity, client transparency and open communication, combined with an agnostic approach to financial products, helps us deliver the ultimate client experience and elevate standards of care. Such an approach ensures our clients benefit from a sound, personalized life insurance policy that aligns with their financial goals and dreams.
Together, we can make it happen.
Your Team
GET TO KNOW US
William A. Cassidy
President
William A. Cassidy
President
Will founded Cassidy & Company, LLC, in 2011, and serves as the firm’s President. Cassidy & Company originated as a Platinum Firm for AXA Advisors until the spring of 2017, which is when the firm transitioned to Lion Street (www.lionstreet.com) as an owner and member firm. Today, Cassidy & Company serves high-net worth individuals, family offices, business owners, and corporate clients in helping them create, protect, and distribute their financial legacies through creative estate structures and custom-designed life insurance strategies.
Matt Woodard, CFP®, CLU®
Vice President, Financial Advisor
Matt Woodard, CFP®, CLU®
Vice President, Financial Advisor
Matt Woodard began his career as Chief Operating Officer in 2013 with Cassidy & Company, LLC, where he currently serves as a Vice President of Business Development. Matt was instrumental in building out of the firm’s back-office client and advisor support teams and standard operating procedures, all while specializing in case design for the firm’s life insurance planning opportunities.
Life Insurance Planning
HOW WE HELP
Estate Planning (Wealth Preservation)
Retirement Planning (Wealth Accumulation)
Family Protection
Business Continuation Plan
Non-Qualified Executive Benefit Plans
Policy Reviews
Premium Financing
Complementary Services
IN CONJUNCTION WITH OUR LION STREET BUSINESS PARTNER
Long-term Care Insurance Planning
Disability Income Planning
Life Settlements
C&C Resources
THOUGHT LEADERSHIP FOR YOUR WEALTH
WHAT THE HECK IS THIS POLICY WORTH?
Ever stop to consider what the value of your life insurance policy is? Download this short whitepaper which summarizes the determination of the fair market value of certain permanent life insurance policies for purposes of transferring, gifting or selling the policy from one individual or trust to another.