April 24, 2020
Proactively Optimizing Client Investments, Taxes and Financial Planning Through This Downturn

A note from Kelly Olson Pedersen, CFP ®
This has been a crazy couple of months. Not only are the markets having fits and starts, but we are in an unprecedented time having been asked to self-quarantine for about six weeks with many businesses completely shut down. It is truly a very tough time physically, mentally and emotionally.

While it may not be front and center, your team at CAISSA is extremely hard at work for you. There have been a few phases of this downturn where we have been able to proactively analyze your financial plan, tax situation and investment strategy to optimize performance.
7825 Washington Ave., Suite 725
Bloomington, MN 55439
Main Line: 952-777-2270

Expect more from your financial advisor.