We serve individuals and businesses in all areas of financial management, including:
Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.
Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations.
Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.
Recommending investment and accumulation strategies to help you pay for your children's education.
Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach your goals.
- Employee and Executive Benefits
Providing health, life, and disability benefits, as well as retirement plans to businesses.
- Individual Insurance- Health, Life, Disability, Property, & Casualty
Helping individuals and families meet their insurance needs, whether it be health, life, disability, homeowners, auto, boat, etc. by shopping with a wide variety of companies.
* Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice. Please consult your tax advisory or attorney for guidance.
