Cambridge Financial Services is a firm dedicated to assisting individuals and small businesses achieve their financial goals. I established CFS in 1998 with the goal of building life-long relationships. I accomplished this by helping my clients in the following core planning areas: Investments, Education Planning, Retirement Planning, Debt Management, Estate Planning, Insurance and Household budgeting.
These core planning areas are the foundation in which I can build a sound investment portfolio that will evolve as your life changes. This can only be accomplished through your earned trust and my proper guidance. This article provides an overview of the pros and cons of a type of term policy - return of premium life insurance.
These core planning areas are the foundation in which I can build a sound investment portfolio that will evolve as your life changes. This can only be accomplished through your earned trust and my proper guidance. This article provides an overview of the pros and cons of a type of term policy - return of premium life insurance.
Services
Cambridge Financial Services was founded on the principles of offering investor guidance that best suits the individual's needs. As an integrated financial services firm, we help you understand the tax implications of your investment choices and ensure you are making the right decisions to help you achieve your financial goals.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties.
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