Financial Planning

We offer a wide range of investments & financial planning solutions

Building on our mission to provide our clients with premier financial support; we seek to develop coordinated and custom financial planning solutions integrated with your individual or business tax needs. We believe our unique team based approach allows us to review your financial position on a cross-disciplinary basis serving to identify opportunities; as well as omissions that other firms may fail to identify. Your current financial position will be evaluated by our in-house Certified Financial Planner Practitioner™ in conjunction with our CPA team in developing your customized recommendations.

Our financial planning process has been developed in a consultative manner acknowledging that you should be intimately engaged in the decision making process. We strive to ensure you are fully aware of all pertinent factors affecting your specific near-term and long-term objectives so that you are able to make decisions with clarity of mind and purpose. Throughout our financial planning process you will feel empowered, engaged and educated in a way that will make you wonder why this is the first time you’ve explored your finances in such a meaningful way.

We offer actionable advice within the following broad categories:

Retirement Independence

Are you on track to live the retirement lifestyle you seek?

  • Wealth accumulation
  • Income Distribution
  • Social Security evaluation
  • Medicare coordination

Independent and unbiased portfolio management

Is your portfolio supporting your long-term vision?

  • Exchange Traded Funds
  • Mutual Funds
  • Individual Stocks & Bonds
  • Variable & Fixed Annuities
  • Alternative Investments

Risk Management

Will your family continue to flourish in the event of an unexpected health event?

  • Health insurance
  • Life insurance
  • Disability insurance
  • Long-term care planning

Estate Planning

Have you created a thoughtful transition strategy supported by documentation?

  • Understand the important estate planning documents every individual needs
  • Ensure your wishes are coordinated with your assets' positioning
  • Create efficiency and maximize the benefits your heirs receive from your life’s efforts
  • Protect your wealth from inadvertent depletion at the hands of tax inefficiency

Small Business Support

Are you extracting adequate value from your business interests?

  • Executive compensation structures
  • Employee benefits
  • Employer sponsored retirement plans
  • Business succession and buy-sell funding

We realize not every client needs the same solution at the same time in their lives. Our customized recommendations are built upon clearly presented analytics – rules of thumb need not apply! If you have objectives that do not fall neatly within these categories; we look forward to learning about the passions that drive you and helping you to create your own unique financial path!



Check the background of this firm and investment professional(s) on FINRA’s BrokerCheck.

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Allied Payroll Services is bonded

Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Adviser. Cambridge does not provide tax services. Accounting, Payroll, Fixed & Health Insurance, and HR Services are offered through Allied Financial Partners. This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, IL, KY, MA, MD, NC, NY, PA, TN, VA and WA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge and Allied Financial Partners are not affiliated.