Building Blocks of Success
Cambridge does not offer tax or legal advice.
Investments
Together we explore your investment choices to custom create a portfolio perfectly tailored to you. This is done through getting to know you, past investment experiences, future goals, risk tolerance, and setting realistic and informed expectations. Once your portfolio is created, we will review...
Retirement Planning
You will likely spend a third of your life in retirement so you’re going to want to plan for that! We can help you stay focused and on track. Comprehensive planning tools allow us to stress test your plan for just about every “what if” scenario you can invent. Making sure you have enough retirement...
Education Planning
The rising cost of college can be daunting. Starting early with college savings plans is essential. We can help you create a forward-looking financial plan depending on your situation including: 529 Plans: Also called “qualified tuition plans”, these are state or educational institution-sponsored...
Managing Your Finances
Managing money doesn’t come easily to everyone. So if you are struggling, don’t despair. Getting your financial life in order sooner rather than later, will be worth the effort. Here are eight starting points for you to consider. 1. Create a budget I know…it’s as fun as dieting, right? But you need...
Asset Management
You work hard to get ahead financially! Your goal is to make the best investment choices NOW for a brighter future. We’re here to help you. Our Process: Beginning a new relationship. Should we work together? Are we a good fit? Let’s start with a conversation about what you’re looking for in an...
Business Succession Planning
The death of a business partner can have devastating effects on both the business and the deceased’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interference from the surviving family...
Charitable Giving
This is my favorite part of financial planning. I call it the “why” of your labor! Quite simply, it’s about crafting a legacy that will live beyond the donor’s life. These are causes near to your heart that reflect your core values and make a difference in the world! For me, it’s rescue animals...
Office Assistant Team
Through a partnership with our firm, Cambridge Investment Research, Inc., we have access to a team of highly trained and dedicated virtual assistants for administrative support. This allows us to spend more time with our clients due to the resources available. As Cambridge associates, our assistants are comprehensively trained to ensure excellency with the various aspects of the financial service industry.
☎ 208-340-1716 | ✉ virtualassistant@cambridgesecure.com
