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  • 89 First Street, Suite 212
  • Hudson, OH 44236
  • 234.200.5461
The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Thank You for visiting our website! We are Blake N. Rawson and Fred T. Cook. Here at CAVU Financial, we take great pride in assisting our clients in any way that we can. We understand that you face unique challenges in your daily and financial life. We can help you with your needs for today, efficiently coordinating your plans, for tomorrow. Whether your goals are saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives. 

Take a few minutes and take our website for a “test flight”! Have fun exploring all of the many resources, links, videos and information that are now at your fingertips. We hope you find this site to be informative and an enjoyable experience. We continuously update the information here, so you will want to check back often. 

Any questions? Call us at (234) 200-5461. We are in Hudson Ohio, but we have clients across the country.

We live our lives, and help our clients, with a philosophy of:
Ceiling and Visibility Unlimited!
Now, get out there and make it a "CAVU DAY”!!

Helpful Content

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

When Heirs are Imperfect

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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