Who We Are

 



We are an innovative, multi-faceted, professional organization offering a full array of financial products and services. Our objective is simple: to provide world class customer service. We do this by building strong customer relationships by educating and being a source of information to the community. We truly believe, and intend to prove, we serve our clients as well as any organization can. Here's why:


 



  • We believe we are advocates for our clients. While you take care of your day-to-day responsibilities, we'll help you plan for your future financial needs. We take responsibility to be your advocate very seriously, which is why we customize a service/review plan for each client.

     
  • We run our firm as independent financial advisors affiliated with a true independent broker/dealer. What that means is, through Cambridge Investment Research, Inc., Member FINRA,SIPC, we offer a huge array of products and services to you, our client. We also don't have the pressure to offer a certain company's products, which is often common place with some major wirehouses and insurance companies broker/dealers.

     
  • We offer complete financial services, through professional agreements, including tax and legal services as well as auto and home insurance (not offered through Cambridge). We see our organization as being as resourceful as the individuals who make it whole. We succeed because we care about the people we serve and the relationship we build. Let us be your financial resource.



 







     


 


 


How We Work




 


 


We use a six step process in helping to solve your financial problems:



 



  1. Establish the Client- Planner Relationship

    • Get Acquainted Meeting




     
  2. Gather The Client Data and Establish Client Goals and Expectations

    • Complete Confidential Financial Questionnaire
    • Complete Risk-Reward Asset Allocation Questionnaire
    • Gather Financial Documents




     
  3. Analyze and Evaluate the Client's Financial Status

    • Comprehensive Portfolio Software Report
    • Retirement Projection Report
    • Cash Flow Analysis
    • Other Applicable Analysis




     
  4. Develop and Present Detailed Financial Strategy

    • Detailed Executive Summary




     
  5. Implement Financial Strategy

    • Complete Necessary Documents
    • Track Documents through Implementations




     
  6. Monitor the Financial Strategy

    • Annual Face to Face Review Meeting
    • Quarterly Due Diligence Review





 


 


 




 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck