Financial planning is included in our investment management services as we believe that a good investment plan is based on a solid financial plan. Financial plans are living, breathing documents that evolve as life changes. We work closely with our clients to help them define their goals, develop a plan, and make adjustments to keep them on track to achieve their goals. The financial planning process includes the following:
♦ Current financial situation analysis
♦ Retirement planning
♦ College planning
♦ Insurance analysis
♦ Tax strategies and planning
♦ Charitable giving strategies
♦ Legacy planning
A comprehensive financial plan gives clients confidence they know the actions needed to reach their financial goals.
For clients who do not meet our investment management minimum, we offer the financial planning service on a stand alone basis.
Cambridge Advisors does not provide tax or legal advice nor do we sell insurance. We will help you coordinate your financial plan with your other advisors.
