Proudly Serving Clients Nationwide
Here’s Who We Do Our Best Work With:
You have at least $1M or more in retirement and investment assets.
You’re seeking a trusted financial partner to delegate your financial planning and investment management responsibilities.
Our Process for Getting Started
Step 1:
Introductory Call
Through a brief 20-min call, we get to know each other to determine whether our services are a fit for your needs.
Step 2:
Discovery Meeting
Assuming our services align with what you’re looking for in an advisor, join us virtually or in-person for an elaborate fact-finding meeting. The purpose of this time together is to help us gain the clearest possible understanding of your current financial picture. From there, we ask a series of questions intentionally designed to help us learn more about your outlook on finances and your long-term goals as it relates to your career, retirement, assets and liabilities, family life and all other aspects of your financial livelihood. This meeting can often last several hours and can be held either in our offices or over Zoom.
Step 3:
Review Meeting
After our team has gone to work on drafting and developing your financial plan, we’ll reconvene to review the plan. This meeting will cover our recommended strategies in the areas of retirement planning, tax planning, insurance optimization, investment management and asset allocation, passive income and any other areas of focus we may have uncovered during the Discovery Meeting.
At this point, we’ll ask you to think about the strategies we’ve presented and consider whether you’d like us to implement them on your behalf going forward. If so, fantastic! We’ll welcome you aboard as a client to our firm and kickstart our onboarding process.
Cushing Capital Partners will act solely in our capacity as a registered investment adviser and does not provide any legal, accounting or tax advice. You should seek the counsel of a qualified accountant and/or attorney when necessary.
Begin by Scheduling an Introductory Call
More Questions?
How Does Cushing Capital Partners Make Money?
We are a commission-free firm (fee-only). Some advisors may use commissionable products which often include hidden fees or create conflicts of interest. We do not. Our fee includes the investment management of your accounts and all aspects of our ongoing financial planning services.
Our fees are based upon your needs and the complexity of your financial circumstances. Our fee structure is designed to align our incentives with yours.
Is Cushing Capital Able To Work With Clients Virtually?
Yes. While many of our clients reside in Wisconsin, a large representation of our clients are spread throughout the United States. We utilize video conferencing to provide the same personal experience as our in-person meetings and are equipped to meet via Zoom whenever necessary.
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