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