Products and Services

 

 

ADVISORY SERVICES OFFERED

Fee-Based Financial Planning

  • Cash Flow Planning
  • Wealth Accumulation Planning
  • Executive Compensation Planning
  • Stock Option Planning
  • Investment Planning
  • Tax Planning
  • Retirement Income Planning
  • Estate Planning
  • Risk Management
  • Insurance Planning
  • Social Security Planning
  • Long Term Care Planning
  • Medicare / Medigap Planning
  • Health Care Planning
  • Philanthropy / Legacy Planning
  • College Education Planning


PRODUCTS OFFERED

Investments
• Asset Management Accounts
• Institutional Money Managers
• Mutual Funds
• Alternative Investments
• Stocks & Bonds
• Retirement Plans
• College Plans

Insurance
• Annuities
• Life Insurance
• Long Term Care Insurance
• Disability Income Insurance
• Medical Insurance

Group Benefits
• Medical, Dental, Vision Insurance
• Group Long Term Care Insurance
• Supplemental Insurance Plans
• Short/Long Term Disability Insurance
• Group Life Insurance
• Retirement Plans

 

 Securities and advisory services offered through Cambridge Investment Research.