Broker Check

Services: Individuals/Families

Client Services & Communications

  • Quarterly, Semi-Annual or Annual Reviews…depending on need
  • Monthly Newsletter to keep you appraised of the most current market conditions and planning options
  • Special reports on how to help reduce your tax liability & other important topics

Reretirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Continual development and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations regarding the best possible distribution strategy for your employer retirement plans and IRAs
  • Analysis of the beneficiaries of your IRAs and how to establish an Inherited IRA

Investment Oversight

  • Reviewing your investments and designing a personalized portfolio appropriate to your needs
  • Year-long, periodic monitoring of your investments
  • Periodic statements and meetings to review and evaluate your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Independent advice

Tax Reduction Planning*

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Periodic review of your tax situation and planning to incorporate tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up-to-date on and presenting new tax laws that may effect your situation

Family Wealth Planning*

  • Analysis of current estate plan as well as complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Women and Investing

  • Women live on average five to seven years longer than men, so they need to have investments that will allow their money to stretch longer.
  • We help to make investing personally meaningful to you to address individual goals and create customized investment strategies aligned with your values.
  • We understand your daily challenges of balancing the pressures and demands of your work and your personal life and will work with you to make investing a priority without adding additional stress to your already busy lifestyle.

*Representatives of Cambridge Investment Research. do not provide tax and legal advice.  Please consult your tax advisor or attorney for such guidance.