Comprehensive Financial Planning

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.

  

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