Our Services

We serve individuals and businesses in all areas of financial management, including:

  • Retirement Planning

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.

  • Tax Management *

Looking for ways to help reduce your current and future tax burden. Referring you to qualified tax specialists.

  • Estate Planning *

Reviewing your wills and trusts. Helping preserve your estate for your intended heirs. Helping with beneficiary designations.

  • Risk Management

Reviewing existing insurance policies. Recommending policy changes when appropriate. Finding the best policy for your situation.

  • Education Funding

Recommending investment and accumulation strategies to help you pay for your children's education.

  • Investment Planning

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.