102 2nd Street
Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Tax Planning Strategies*
Money Purchasing Plans
Profit Sharing Plans
*Neither Cambridge Investment Research nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
Disability Income Insurance
We are a fee-based firm. This simply means that we charge an annual fee for our suites of services and comprehensive planning approach. Investment Advisory fees include comprehensive financial planning services as frequently as annually.
Our advisory fees are typically deducted quarterly from your accounts.
The financial planning fees (fees) described above may increase or decrease depending upon the complexity of your individualized financial plan or the assets upon which your financial plan is based. Financial plans are sold pursuant to a Financial Planning Agreement (FPA) between Cambridge Investment Research and you, the client, pursuant to the terms and conditions contained therein. Please consult the fee listed on the FPA for the fee applicable to your financial plan. In the event of a discrepancy between the fees listed above and the fee listed on your FPA, the fee listed on your FPA will control.
firstname.lastname@example.org | (319) 228-8406