cambridge financial group, llc.
We are an independent, fee-only firm dedicated to providing objective, responsible financial planning assistance to a broad range of clients. Our compensation comes entirely from client fees. We do not receive commissions or other financial compensation for any products or services that we recommend.
We are an independent, fee-only firm dedicated to providing objective, responsible financial planning assistance to a broad range of clients. Our compensation comes entirely from client fees. We do not receive commissions or other financial compensation for any products or services that we recommend.
cash flow management
We will help you develop a spending plan that will ensure you're not living above your means. You will then be able to anticipate and meet funding needs in areas such as your children's education, retirement and other long-term goals.education funding
We can help you explore and analyze the numerous options available for funding, such as UGMA accounts, Educational IRAs, 529 plans and employee benefit plans.
employee benefits
We can provide strategies for exercising stock options, maximizing the tax benefits of flexible spending accounts and achieving an effective balance of retirement accounts and taxable investments.
We can provide strategies for exercising stock options, maximizing the tax benefits of flexible spending accounts and achieving an effective balance of retirement accounts and taxable investments.
estate planning
We will review your estate planning needs, existing wills and trusts and recommend steps you can take to maximize the benefits to your heirs while minimizing the tax liability on your legacy.financial planning
Retirement planning has two phases; accumulation and actual retirement. During the accumulation phase we assist clients in setting goals and implementing strategies to meet them. We help our retired clients enjoy the lifestyle they want while pursuing a strategy for continued investment and asset growth.
insurance
After reviewing your current policies, we can offer unbiased judgment on whether they meet your needs. If additional policies are warranted, we can suggest options objectively, since we do not sell any products.
After reviewing your current policies, we can offer unbiased judgment on whether they meet your needs. If additional policies are warranted, we can suggest options objectively, since we do not sell any products.