Financial Planning (through Cambridge)
- Bucket Bliss - Our income creation strategy with the objective of providing lifetime inflation-adjusted income by allocating assets across a broad array of differing investment strategies.
- Wealth Management System - Our comprehensive financial planning process.
- Client for Life Review Process - Our systematized process for regularly meeting and reviewing your overall financial health.
- Comprehensive and hourly fee-based financial planning available
Retirement Planning (through Cambridge)
- IRA & 401(k) Rollovers
- Traditional & Roth IRA
- SIMPLE IRA, SEP-IRA, and Profit Sharing Plans
- Tax-Sheltered 403(b) plans
Investments (through Broker/Dealer Cambridge Investment Research, Inc.)
- Fee based 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)
- Term and Permanent Life Insurance
- Long Term Care Insurance
- Return of Premium Life Insurance
- STRS/PERS Pension Maximizer
- Disability Income Insurance