At Geoffrey Kasher Financial, we enjoy helping clients create a well-thought-out strategy, using a variety of products and services, that add balance to your portfolio and focus on Product Allocation coupled with Tax Allocation Strategies. We provide actionable solutions that allow you to make decisions by verifying potential outcomes in advance. Our services provide value and control of your goals over many years and in a variety of market conditions. Our plans are widely recognized across the industry for offering exceptional value. We pride our self in our array of financial solutions which include: -capturing and securing gains -guarantees against principal and income loss -liquidity solutions -asset growth -risk management -insurance services -equity management -product and tax diversification Our central focus is to merge innovation with financial planning in a variety or market conditions. We do so by combining proven principles with creative new techniques and strategies. We’re revolutionizing this sleepy industry from the inside out. Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor. Geoffrey Kasher Financial and Cadaret, Grant & Co., are separate entities.