Financial Advisory Services:
- Financial Advice - hourly fee or annual retainer
- Fee based investment management
- Estate and tax planning - thinking ahead - proactive not reactive
- In-depth portfolio analysis
- Retirement planning
- exit strategies
- spendable income matters, not lump sums
- pension plans, non qualified plans
- Pension distribution selection and maximization
- Required Minimum Distributions - calculations and tax minimization strategies
- Education funding
- Business succession
- Key Executive retention
- Cash flow analysis and savings guidance
- Mortgage selection - debt repayment strategies
- Good debt vs bad debt - yes some are indeed good
- Financial aid - stacking the deck in your favor
- Lump-sum settlements
- Settlement option analysis
- Stock option analysis, divesting and diversification
- Analysis of severance options
- Analysis of employment contracts
- Trust, inheritance and foundation planning
- Charitable planning & philanthropic gifting
Insurance Services:
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.
Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge is not affiliated with either Place Financial Advisors or Chadwick Financial Advisors.
|