Our Services
We help you manage your four areas of financial opportunity which include:
Assets Management
Managed Accounts, Mutual Funds, Fixed and Variable Annuities, VUL’s, IRA, TSA, 401k, Retirement Plan Rollovers & College Savings Programs.
Estate Management*
Avoid probate & manage taxes with Revocable Living Trusts, Charitable Remainder Trusts, Tax Exempt Trusts, Corporations and Partnerships.
Tax & Cash Flow Management*
Manage investment taxes & cash flow. Use Tax-Free, Tax-Deduction & Tax-Deferred programs to minimize your investment taxes. Structure cash flow to fit your budget.
Risk Management
Help reduce risk and safeguard assets with insurance including: Income Replacement, Health, Disability, and Long Term Care. Facilitate Buy/Sell Agreements & Business Valuations.
*Representatives of Cambridge Investment Research. do not provide tax and legal advice. Please consult your tax advisor or attorney for such guidance.