CAS Wealth Resources Catherine A. Schaefer
Senior Financial Representative
Principal Securities
Registered Representative
Financial Advisor
Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investments, retirement, estate planning, and wealth preservation. Most important, I hope you see the potential value of working with a professional to pursue your financial goals.
I am here to help educate you about the basic concepts of financial management strategies; to help you learn more about who we are; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn’t want you to miss any developments in the area of personal finance.