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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Once Your Goals Have Been Established:

We can help you work towards your goals utilizing the following products and services:

Tax-Reduction Strategies

Investment management, including stocks and mutual funds

Retirement planning

Estate planning and preservation

Asset protection through insurance and annuity products

Real Estate Investment Trusts

Life Insurance

Alternative Investments

Cambridge Investment Research Inc. and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your particular situation.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (805) 312-7200