Lou Cassara, CLU, ChFC is the Chairman and CEO of The Financial Resource Network. He is a nationally known strategic planner who focuses on business, estate and succession planning strategies for entrepreneurs and high net worth individuals and families. He has worked with over 500 closely held businesses and high net worth individuals throughout The United States. The emphasis of his planning is to educate, organize and prepare his clients on the latest wealth preservation and business planning concepts, tactics and strategies.
Lou is also a nationally known author, speaker & consultant to his clients and trusted advisors. He has earned the designations of Chartered Financial Consultant and Chartered Life Underwriter during his impressive career and is a Top of the Table member of the Million Dollar Round Table. He is also the President and CEO of The Cassara Clinic, a leading professional development and executive coaching organization in the Financial Services industry.
Since 1981, entrepreneurs and business professionals have chosen to work with Lou because he is passionate, dedicated and committed to being a resource for their financial security. What that means to those he serves is he shows a genuine interest in helping his clients understand, evaluate and implement effective business and estate planning solutions. The benefit to them is the clarity, confidence and capability they have to help protect and preserve their lifestyle, assets and people they care most about.
Lou has been married to Debbie since 1980 and they have three children, Stefanie, Anthony and Danielle. He is passionate about his family & friends, enjoys golf, fishing, reading and gardening.
“My intention is to help create prosperity for my clients with comprehensive wealth strategies designed to enhance the quality of their life.”
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies