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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.