Cascade Financial

Cascade Financial An independent planning practice. Every risk in a family's financial picture, named and numbered. Wooster, Ohio, and over Zoom anywhere in the country.

Cascade Financial is an independent planning practice founded by James Lepore in his hometown of Wooster, Ohio. The Cascade Strategy examines the ten parts of a family's financial picture in order, names the risks in each, puts a number on them, and decides which to transfer and which to keep. Planning engagements are quoted in advance and delivered in writing within ninety days. Most conversation

s happen over Zoom, with families anywhere in the country. cascade.financial

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC. FINRA.org and SIPC.org. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Trump’s $100,000 H-1B visa fee could reshape hiring costs overnight — what industries do you see getting squeezed first?...
09/20/2025

Trump’s $100,000 H-1B visa fee could reshape hiring costs overnight — what industries do you see getting squeezed first?

If news like this makes you wonder whether your own plan is resilient enough, let’s talk.

📈 2008-level mortgage stress… and climbing.Searches for “help with mortgage” just surpassed the peak of the last housing...
09/16/2025

📈 2008-level mortgage stress… and climbing.

Searches for “help with mortgage” just surpassed the peak of the last housing crisis.

This isn’t just a headline — it’s a signal.

If your portfolio, income plan, or cash flow feels off-balance right now, it’s not a time to “wait and see.”

We’re offering 20-minute Clarity Checks — no products, no pressure. Just a diagnostic:
→ What’s working
→ What’s missing
→ What gaps need closing

You’re not alone — but you do need a process.

08/11/2025

Fidelity found that their best performing accounts had investors who forgot their passwords.

The hardest thing about investing is getting out of your own way

Have you noticed how the money supply has exploded in recent years? This chart from the Federal Reserve shows M2 (a key...
07/28/2025

Have you noticed how the money supply has exploded in recent years? This chart from the Federal Reserve shows M2 (a key measure of money in circulation) skyrocketing from under $1 trillion in the 1970s to over $21 trillion today. That massive surge, especially post-2020, helps explain everything from inflation pressures to asset bubbles. At Cascade Financial, we're keeping a close eye on trends like this to help our clients navigate the economic landscape. What do you think this means for your investments? Drop a comment below—we'd love to hear your take!

07/10/2025

Rain on the lens = markets on a bad headline day.

If your nest egg sits between $500 K and the low-7 figures, ask yourself: is your retirement income waterproof?

I keep spotting the same three leaks:
1️⃣ Living expenses tied to portfolio withdrawals.
2️⃣ No umbrella for six-figure surprises—health, taxes, family care.
3️⃣ Growth tactics built for yesterday’s market, not today’s volatility.

Seal the leaks and your cash flow stays dry, rain or shine. I break it all down in my no cost 35-minute masterclass, “Secure Your Future.”

👍 if stormy markets worry you, then tap the link in the first comment to watch the replay.
— James Lepore, Cascade Financial

> Regret sounds like this:“We should’ve locked in higher rates when we had the chance.”If you’ve been waiting for the “p...
07/08/2025

> Regret sounds like this:
“We should’ve locked in higher rates when we had the chance.”

If you’ve been waiting for the “perfect time,” just know: rates can move fast.

Today’s numbers still offer opportunity—especially if income or tax efficiency are on your mind.

🧠 Stay informed. Stay proactive.

Address

201 E Liberty Street, Ste 100B
Wooster, OH
44691

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1pm

Telephone

+13302018760

Website

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