We strive to serve as your independent financial advisors with a specialty in divorce coaching and retirement plan services. Financial security is like your health, when you have it there are many wishes, and when you don't you have one. It is our passion to help navigate the changes that divorce brings to a family and help with the financial adjustments to split assets justly. We work with your divorce team to support you to reduce time and legal fees as your financial expert. Our expertise as Certified Retirement Couselor® assists our clients in getting through the immediate change and forecasting long-term budgeting, goals, and planning.
Because we are an independent firm, we are not tied to any affiliations or products that could sway our recommendations – we are 100% committed to giving you advice that can truly fit your needs.
Our firm boasts a passion for technology, and we use modern, high-tech strategies to help you feel secure about the decisions you make that affect your financial future. Our recent technological integration with BidMoni Inc. and Cambridge Investment Research streamlines the assimilation for business owners to develop and pursue a seamless retirement plan. We work hard to listen to you and your unique goals and needs. We want to equip you with the education to make the best decisions for your retirement plan. By saving for retirement, you and your team will be on their way to reach financial freedom. A dream without a plan is just a wish. We want to help you make a plan and make your dreams come true.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence.
Cambridge’s national reach includes Cambridge Investment Research, Inc. – an independent broker-dealer and member of FINRA/SIPC – that is among the largest internally controlled independent broker-dealers in the country.
What is an independent financial professional?Objective advice on achieving your financial goals may be best delivered by an independent financial professional. Your independent financial professional is not an employee of an investment or financial services firm – they are an independent business owner. They have the freedom to structure their business in a manner that best serves their clients. Your independent financial professional utilizes a broker-dealer who provides services that include processing investment business, marketing assistance, practice management, and education. In addition, a broker-dealer holds responsibility for regulatory compliance and adherence to securities laws.
What is an independent broker-dealer?There are many different types of firms for your financial professional to consider in choosing a broker-dealer. You may be familiar with broker-dealers that are subsidiaries of conglomerates such as commercial banks, investment banks, and investment companies. An independent broker-dealer is different from such firms because they generally do not underwrite securities, create research, or engage in investment banking.
Why is independence important?Just as you can choose your financial professional, they, in turn, choose their independent broker-dealer. We are honored that your financial professional has chosen Cambridge Investment Research, Inc. (Cambridge) as their independent broker-dealer. We believe their choice serves your best interests because we are independently owned, and your financial professional has the freedom to offer you objective guidance. This means we do not force them to sell proprietary products or meet any sales quotas. Therefore, your financial professional is not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals.
At Cambridge, we believe in the entrepreneurial spirit of your financial professional. Instead of asking our financial professionals to fit into a mold of how we think they should do business, we empower them with a vast menu of compliance-friendly programs, products, and services. This enables your financial professional to customize an investment strategy designed to meet your unique long-term financial needs.
Cambridge’s core values are integrity, commitment, flexibility, and kindness.