Our Financial Services

Retirement From the Ground Up.

Imagine your retirement as a ladder going upward. Each rung of the ladder is a financial goal you want to achieve, a milestone in your retirement lifestyle. As you use more rungs to climb higher, you take more steps to reach more achievements. The work can be harder and much more focused the higher you go. But sometimes it also starts with that first step onto the ladder, making sure you are ready.

At Cain Financial Solutions, our goal is to hold the ladder.

David and his team offer a wide spectrum of services and products to help create retirement strategies. We work to address the very foundation of your retirement income and go from there to help you understand your next steps. We want our financial services to help bring increased confidence to every rung of the retirement ladder.

The Cain Financial Solutions Process

We develop strategies to help you in three key areas:

Put Your Assets to Work.

Our retirement income plans will help you confidently answer the question most often asked by those nearing or already in retirement: “Will I run out of money?” Strategies include annuities, investments, IRA/401(k) rollovers and other wealth management opportunities.

Preserve What Belongs to You.

As you near retirement, you transition from the accumulation phase to the protection phase. We help you minimize retirement risk by incorporating a variety of products and services, including life insurance, tax-efficient strategies, long-term care plans and IRA legacy planning.

Provide for Those You Love.

You can continue taking care of loved ones even after you’re gone. We partner with attorneys, tax professionals and others to help you create a legacy through a giving strategy that can include trusts, probate, charitable contributions, estate planning and more.

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to preservation of assets are not a guarantee or prediction of future performance.  Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 


Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.