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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Las Vegas, NV

Address:10799 W. Twain Avenue
Las Vegas, NV 89135
Phone:702.650.4480
Fax:702.650.5561

Henderson, NV

Address:2400 W Horizon Ridge Parkway, Henderson, NV 89052
Phone:702.650.4480Opens in your application
Fax:702.650.5561

Who We Serve

Building Your Wealth
Planning Your Retirement
Safeguarding Your Legacy

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About Us

Alyse Corrigan
Jasen Cassady
Jason Waugh
Sean Yao
JR Planas
Robert Zirkel
Stephanie Schenk

Our Services

Income Planning
Enhanced Planning
Tax Strategies
Retirement Strategy & Risk
Insurance Solutions
Assets & Risk

Who We Serve

Safeguarding Your Legacy
Planning Your Retirement
Building Your Wealth

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Jasen Cassady, Sean Yao, and Jason Waugh offer securities through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/ SIPC . Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Investment advisory services are offered through Cassady Wealth & Retirement Planning, LLC, a Nevada Registered Investment Advisor. Insurance products and services are offered through Cassady Wealth & Retirement Planning, LLC. Cassady Wealth & Retirement Planning, LLC is not an affiliate of Gradient Securities, LLC. Gradient Securities, LLC and Cassady Wealth & Retirement Planning, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Check the background of this investment professional on FINRA’s BrokerCheck ».

SmartVestor™ is an advertising service for financial professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. Gradient Securities, LLC does not endorse and is not associated with Dave Ramsey or the SmartVestor program.

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