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Retirement Plans

Medical practices, professional offices and small businesses understand that retirement plans are an important benefit in attracting and retaining key employees. Cambridge Advisors works with these types of clients to find the right retirement plan for them. We partner with experts in retirement plan administration to provide custom solutions to fit the needs of different sized plans and still be cost effective.  In an industry that is evolving to be more automated and uniform, we are excited to offer a personal and unique approach to the investment management of retirement plan assets. For our retirement plan customers, we

♦ assist the trustees with their fiduciary duties

♦ recommend the appropriate funds to select as investment options

♦ review the funds on a regular basis to make sure they are still appropriate for the plan

♦ recommend asset allocations for participants

♦ offer group meetings with the employees to help them understand the plan and the investment options

♦ are available to meet with the participants on an individual basis if they need further help in choosing their investment allocation

If you would like to set up a new plan or explore the alternatives to your current plan, we invite you to call or email This e-mail address is being protected from spambots. You need JavaScript enabled to view it or This e-mail address is being protected from spambots. You need JavaScript enabled to view it , our in-house retirement plan specialists. 

 

ATTENTIVE      ♦      TRUSTED      ♦      ACCESSIBLE