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Our Services

Financial Planning (through Cambridge)

  • Bucket Bliss-Our income creation strategy with the objective of providing inflation adjusted income for life by allocating assets across a broad array of differing investments strategies.
  • Wealth Management System-Our comprehensive financial planning process
  • Teachers Wealth Management System-Our comprehensive financial planning process for public school teachers
  • Client for Life Review Process-Our systematized process for regular reviews that includes our Quarterly Client Roadmap.
  • Comprehensive and Hourly financial planning services

Retirement Planning (through Cambridge)

  • IRA Rollovers
  • 401(k) and 403(b)Plans
  • Traditional & Roth IRA
  • SIMPLE IRA, SEP IRA, and Profit Sharing Plans

Investments (through Broker/Dealer Cambridge Investment Research, Inc.)

  • Separately Managed Accounts
  • Tax Managed (Tax Sensitive) Accounts
  • Mutual Funds
  • College Savings Plans
  • Annuities (Variable and Fixed, Immediate and Deferred,)
  • Real Estate Investment Trusts (Public & Non-Traded)

Insurance (through Bayside Financial Group)

  • STRS/PERS Pension Maximizer
  • Long Term Care Insurance
  • Term and Permanent Life Insurance
  • Return of Premium Life Insurance
  • Disability Income
  • Fixed Annuity