Financial planning is included in our investment management services as we believe that a good investment plan is based on a solid financial plan. We work closely with our clients to help them define their goals and then we develop a plan to help them achieve their goals. The financial planning process may include the following:
♦ Current financial situation analysis
♦ Retirement planning
♦ College planning
♦ Insurance analysis
♦ Tax strategies and planning
♦ Charitable giving strategies
♦ Legacy planning
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.
ATTENTIVE ♦ TRUSTED ♦ ACCESSIBLE