Cadeau (kado): a present or gift

Cadeau (kado): a present or gift

At Cadeau our purpose is simple: we want to empower our clients to live a life of value. It’s the driving force behind everything we do.

We’ve seen how a lack of financial education hurt our own families in their retirement, and we want to help people facing that same situation in the same way we helped them.

We’re not interested in simply creating the feeling of value or security that comes from the mere accumulation of money; instead, we want to align your finances to the beliefs and goals you hold closest.

Chris Jacob, CFP®

President

WHY I DO WHAT I DO

I saw the value of financial planning early on in my career, though it wasn’t in the happiest of circumstances. Thirteen months after helping my father purchase a life insurance policy, he passed away from cancer. Handing my mother the death benefit from that policy helped me realize just how vital financial planning can be to a family. Experiences like this are what led me to create a simple mission statement for my life: “I exist to serve others by cultivating security.” To this day, that’s remained my purpose.

Vince Klein

Financial Advisor

WHY I DO WHAT I DO

When my father approached me seeking help in setting up a long-term care plan, at first I felt a sense of relief. My parents had a difficult retirement up to that point, owing mainly to their lack of financial education, and I saw this as a way to help them course-correct, to try and fix what had gone wrong. But reality is never so optimistic. Due to his cerebral palsy, my father didn’t qualify for either a long-term care plan or insurance—so I purchased a life insurance policy for my mother instead, hoping that, if something happened to her, at least my father would still be taken care of. Unfortunately, my father passed away a short time later, followed by my mother six months after that. The first life insurance claim I ever had to file was for my own mother, and that’s something that never gets easier to say. No one else should have to go through what my family did, and that’s the driving force behind my work—to ensure that they don’t.

Robert Mark

Insurance Consultant

WHY I DO WHAT I DO

A number of years ago, I completed a Strategic Coach assignment to determine my “Unique Ability.”  A “Unique Ability, by definition, is the essence of defining what one loves to do and does best. Although everyone has one, it can be difficult to determine one’s own unique ability through introspection alone. So, to find out what mine was, I sent out letters to twenty of my closest clients that asked them why they initially chose to do business with me—and what caused them to stay. Every single one of them responded, each with incredibly varied feedback (responses I keep with me to this day). Yet, despite their surface differences, each of my client’s responses shared a core sentiment: they came from a place of trust. From that, I was able to determine my Unique Ability—the ability “to consult with others to discover solutions as a trusted partner for future success.” That ability provides the driving force behind my profession; it’s the reason why I chose to work with Cadeau after my previous occupation mandated a retirement at 65. The knowledge that people put their trust in me to help shape their future is incredibly humbling, and every day I work my hardest to ensure their trust was well-placed. 

It's time to start creating value that lasts.

Reach out today and let us help you move from success to significance.

It's time to start creating value that lasts.

Reach out today and let us help you move from success to significance.