(415) 785-4867

FINANCIAL INVESTMENT STRATEGIES

  • Home
  • About Us 
    • Meet Our Team
    • What Makes Us Different
    • Our Process
    • Our Investment Philosophy
    • Our Strategic Partners
    • Advantages of Independence
    • About LPL Financial
    • Become A Client
  • Our Services 
    • Investment Management
    • Retirement Planning
    • Education Planning
    • Tax Strategies
    • Insurance & Risk Management
    • Estate Planning
    • Trust Services
    • 401(K)/Retirement Plans
    • Business Planning Services
  • Insights
  • Tools
  • Account View
  • Resources 
    • Research
    • Fox Business
    • U.S. News
    • The Wall Street Journal
    • Bloomberg
    • LPL Research
    • Research
  • Contact 
    • Become A Client

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Have A Question About This Topic?

Thank you! Oops!
 

Related Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Should I Accept a Free Credit Lock?

Should I Accept a Free Credit Lock?

Learn the ins and outs of credit locks, freezes, and more.

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Contact

Moraes & Cassidy Group

Office: (415) 785-4867

Office: (415) 785-8934

Fax: (415) 524-8153

7 Mount Lassen Dr., Suite C152

San Rafael, CA 94903

Send an Email

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Paulo Moraes and Ryan Cassidy are Registered Representatives with, and offer Securities and Advisory Services through LPL Financial, A Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial registered representatives associated with this website 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.

Paulo Moraes CA Insurance License #0E37528

Ryan Cassidy CA Insurance License #0F08824