No Cookie-Cutter Solutions
I am an independent Financial Advisor with Cambridge Investment Research and Cambridge Investment Research Adviser,s Inc
- Means no requirement to use a specific tool
- You get advice tailored to your needs
- Never heard of Cambridge?
- Check out their website to learn more
Your Financial Planning
Starts with gathering your financial information into one place, to generate thoughts, questions, and opinions about your personal financial goals and situation.
You gather your data: financial questionnaire, tax forms, brokerage statements, retirement accounts statements, mutual fund and annuity statements, insurance policies
You establish goals: college funding, comfortable retirement, income needs, second home, travel
I analyze information: mutual fund and ETF due-diligence, retirement planning, asset allocation and risk tolerance analysis
Make recommendations: product solutions: stocks, bonds, mutual funds, ETFs, annuities, life insurance plans, tax reduction strategies
The Impact of Tax Cuts on Your State Income Taxes & Financial Planning
Should you make any changes to your financial planning?
Latest Cases Studies
As always, partners grows with you!
Request a Call Back
Our financial advisers always help you