Our Firm

Enduring wealth for tomorrow starts with the right solutions today.

At Cassidy & Company, we don’t believe uncertainty should be an option. Whether it’s creating a lasting legacy for your family and you through sophisticated life insurance and wealth preservation strategies or realizing you need a peace of mind for your business, our best-in-class continuity planning strategies provide proper protection, preservation and growth opportunities that do not need to be complex.

As a results driven firm, our goal is to match the unique needs of successful families and businesses with the right solutions and strategies that create enduring wealth for generations to come.

Lion Street

MEMBER AND OWNER

Cassidy & Company is proud to be an member and owner Firm of Lion Street, Inc., a leading national financial services company owned by fiercely independent financial advisors. Based in Austin, Texas, Lion Street comprises an elite network of Firms who specialize in financial solutions for high-net-worth individuals, family offices, business owners and corporate clients. Lion Street Firms gain favored access to insurance carriers and financial institutions, and the products and services they offer, enhancing our ability to meet the complex planning requirements of our clients.

The Value of Our Advice

WHAT MAKES US DIFFERENT

We believe there are several fundamental values you should look for in your advisor to help ensure your wealth is properly protected for both today and tomorrow.

INDEPENDENT

INDEPENDENT

With access to all major insurance markets, we match you with the products which best serve your family and business interests.

INDUSTRY EXPERIENCE

INDUSTRY EXPERIENCE

Our team has seen and planned for it all. With our combined years of industry experience, you can rest assured you’re in the right hands.

TRANSPARENT

TRANSPARENT

Everything we do is supported by a firm-wide commitment to ensure you fully understand the inner workings of your plan.

FIDUCIARY LEVEL OF SERVICE

FIDUCIARY LEVEL OF SERVICE

We put your interest first, each time, every time. As an independent agency, we have the ability to look at a fuller landscape of products and services.

COLLABORATIVE

COLLABORATIVE

We believe wholeheartedly in creating an environment of open collaboration and teamwork when working with other members of your trusted advisor team.

BE THERE TODAY AND TOMORROW

BE THERE TODAY AND TOMORROW

We actively monitor policy performance and continuously inspect to help ensure your plan stays on track and runs smoothly.

Always Here: Today & Tomorrow

Problems We Help Solve

FREQUENTLY ENCOUNTERED PROBLEMS

As a solutions oriented firm, there is no problem we haven’t planned for nor seen. With our combined years of experience, we can design a tailored solution to address any and all unique exposures for successful families and businesses. These include but are not limited to:

ARE YOU CONCERNED YOU ARE LEAVING ONE CHILD MORE ASSETS THAN THE OTHER(S)?

As a parent, sometimes it is difficult to equitably divide your estate for your children or other beneficiaries.

HOW MUCH OF MY ESTATE WILL UNCLE SAM GET?

Why risk so much and work tirelessly to accumulate wealth over forty years and let Uncle Sam take twenty years of it?

HOW MUCH LIFE INSURANCE DO I NEED?

This seems simple, yet many factors must be considered when determining the appropriate amount of life insurance coverage you need.

HOW CAN I GENERATE TAX-FREE RETIREMENT INCOME?

Most people understand how to accumulate wealth, but very few understand how to distribute wealth on a tax advantage basis.

HOW CAN I MAXIMIZE MY PHILANTHROPIC GIFTS?

Charitable gifting using a life insurance policy is one of many ways we help clients maximize their philanthropic desires.

HOW DO I BUILD HAPPINESS WITH MONEY?

70% of wealth transfers fail in one generation. 95% of the problems are due to family culture. Too many times wealth transfer plans are money-focused and tear the family apart.