As the Executive Vice President at Cygnet Financial Freedom House, Aaron Cary plays a pivotal role in guiding clients through the complexities of financial planning with a strong emphasis on cash-flow based strategies. His expertise lies in providing comprehensive investment advice and fee-only portfolio management,...
As the Executive Vice President at Cygnet Financial Freedom House, Aaron Cary plays a pivotal role in guiding clients through the complexities of financial planning with a strong emphasis on cash-flow based strategies. His expertise lies in providing comprehensive investment advice and fee-only portfolio management, ensuring that clients are well-prepared for both retirement and pre-retirement goals. Unlike many in the financial services sector, Aaron and his team operate under the Fiduciary Standard of Care, prioritizing the best interests of their clients and fostering a relationship built on trust and transparency.
In his current role, Aaron leads key projects that focus on holistic financial wellness, including in-depth cash flow analysis and tailored retirement planning. He is adept at navigating the intricacies of investment analysis and recommendations, helping clients make informed decisions that align with their long-term financial objectives. His commitment to education is evident through the general financial information seminars he conducts, which empower individuals with the knowledge they need to take control of their financial futures.
Aaron's skill set encompasses a wide range of financial disciplines, including health and life insurance, portfolio management, and budgetary needs assessment. His proficiency in Microsoft Office and marketing further enhances his ability to communicate complex financial concepts in an accessible manner. Through personalized one-on-one financial meetings, Aaron ensures that each client receives customized strategies that address their unique circumstances, ultimately leading them toward financial freedom and security.
