Financial planning expertise for your trades business
At Cabral Financial, we understand the unique financial challenges and opportunities that trades business owners face. We connect you with Certified Financial Planners who have the expertise to help you navigate these complexities and achieve your financial goals. Let us help you protect what you’ve built and elevate your financial future.
Our areas of expertise
We offer a comprehensive suite of financial planning services specifically designed for trades business owners. Our approach is tailored to your individual needs, providing effective and practical solutions to help you achieve financial success.
Cash flow management
Take control of your money with our expert financial planners. We'll analyze your cash flow, identify opportunities for improvement, and build a clear plan to direct your cash toward your business and personal goals.
Debt planning and lending
Use debt strategically to grow your business. Our planners will review your current debt, create a repayment plan to minimize interest costs, and help you stay organized while maintaining positive cash flow.
Investment planning
Invest in your future with a personalized investment strategy that aligns with your comfort level and long-term goals. We'll show you how to grow your money to support your business, family, and retirement plans.
Insurance planning
Protect your income, assets, and loved ones with the right insurance plan. Our planners will review your current coverage and recommend the protection you need to prepare for unexpected events.
Retirement planning
Plan for a comfortable retirement with a strategy designed around your unique goals. We'll help you understand how much you need, when you can retire, and how to make your money last.
Tax planning
Keep more of what you earn with proactive tax strategies. Our planners will analyze your full financial picture to minimize your tax burden and help you achieve your financial goals more efficiently.
More than just financial planning
We go beyond the ordinary to provide comprehensive financial guidance tailored to the specific needs of trades business owners. We understand your challenges and are committed to helping you build a secure and prosperous future.
Estate planning
Ensure your hard work benefits your family for generations to come. Our planners will organize your estate to protect your assets and ensure they are passed on according to your wishes.
Corporate planning
Navigate the complexities of owning a trades business with our expert guidance. We can help with income structure, investments, and future planning to benefit both your company and your family.
Group benefits
Attract and retain top talent with affordable and valuable group benefit plans. As an independent firm, we'll find the best fit for your business and help your team understand and manage their benefits with ease.