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Insurance Strategies 
Using a 1035 exchange, you may be able to trade a permanent life insurance policy that you have owned for a long time for another insurance product that better meets your needs.
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Donor-Advised Funds 
A donor-advised fund (DAF) is a charitable account offered by sponsors such as financial institutions, community foundations, universities, and fraternal or religious organizations.
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Weighing a Wider Range of Health Plan Options 
The Affordable Care Act (ACA) does not require small businesses with fewer than 50 full-time employees to offer health insurance. Still, many would like to do so, in part to stay competitive in a tightening job market.
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer,
Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a
Registered Investment Advisor. Cassidy Financial Services, LLC and Cambridge are not affiliated