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About Us

Your Partners in Pursuing a Successful Future

Providing clients with personalized wealth management and financial planning is our passion. We understand that your goals and visions for the future are unique and require a customized approach. Backed by decades of research and experience nurturing trusted relationships, we’re here to guide you toward a fulfilling future with tailored plans that enable you to pursue your biggest dreams.

Establishing Trust Across Generations

Establishing Trust Across Generations

As a three-generation firm, we're proud of our strong family values. We consider each client part of our family and aim to maintain trusted relationships across generations. Helping you make sound decisions for your future and legacy makes us truly happy.

Our Strategic Approach to Wealth Preservation

Our Strategic Approach to Wealth Preservation

At our core, we believe in a scientific approach to managing your assets. Our decisions reflect decades of research, rather than emotional impulses. This enables you to grow your wealth and keep your portfolio healthy despite inflation and other challenges.

Welcome to CAS Financial

We are a family-owned wealth management and boutique tax practice firm located in Chicago, IL. We do more than crunch numbers. We are business advisors who listen to your issues and help find solutions. We also provide estate planning and business consulting services. We consistently go above and beyond the numbers on the page. We are dedicated to working with you and your organization to implement real solutions to help you reach your goals. We believe that trust is the most important aspect of our relationship. To us, you are more than just a number. We want to get to know you on a personal level. At Computer Accounting & Financial Service, Inc. we will work with you and your family to navigate the financial markets and create a long-term relationship. Our advisors, Lawrence Goldman & Nicole Roth, are here to help you make educated financial decisions. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Most importantly, we hope you see the value of working with our skilled professionals to pursue your financial goals.

Lawrence Goldman, CPA

Lawrence Goldman, CPA

Financial Advisor, Registered Representative

Nicole Roth, Esq.

Nicole Roth, Esq.

Financial Advisor, Registered Representative

Debbie Hori

Debbie Hori

Client Services Assistant

Our Core Values: Our Practical Foundation

Life is full of challenges. We’re here to simplify your financial life with a basic approach and honest guidance. As a family-owned business, we thrive on continuing a legacy of protection for the next generation.

Family-First Values

As a third-generation firm, we understand the value of treating clients like family. We've become part of their lives as much as they are part of ours. Our clients trust us to help them make sound decisions.

Our Simplified Approach

Finances can be complex. Our simplified approach doesn’t bog clients down in details. But we’re always available to go into more depth to help clients understand their financial picture.

Generational Continuity

We thrive on continuing the legacy of trusted relationships we’ve built over the years. Our clients’ hard-earned assets are in safe hands as we guide and protect the next generations through life's stages.

Client-Focused Approach

We’re committed to treating clients with honesty. Our experienced team listens closely and anticipates each client’s needs with a genuine approach that fits who they are.

Flexible Solutions for Your Unique Journey

Flexible Solutions for Your Unique Journey

As holistic advisors, we don’t push products or services. Instead, we offer solutions based on your personal needs. We’re here to help you plan and implement the appropriate tools to simplify your finances and confidently pursue your goals today and tomorrow.

Let’s Build a Prosperous Future Together

At Computer Accounting & Financial Service, we believe that a trusted foundation is the cornerstone for a successful financial future and beyond. Learn more about how our tailored services and educational approach can help you pursue your goals with assurance.

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Supporting Computer Accounting

Who We Work With

We offer comprehensive wealth management and financial planning services for individuals, families, and business owners.

Who We Work With

Our Approach

Our genuine approach helps clients feel comfortable and confident pursuing their current and future goals, guided by a legacy of generational trust.

Our Approach

Contact Us

We’re committed to building long-term relationships with every client. Learn more about whether our holistic services are right for you.

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