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Summary of Products & Services

  • Investments offered through Cambridge Investment Research
    • Wealth Advisory services, personalized investment solutions & high-touch service for individual and institutional investors with more than $1 million of investable assets.
    • ESG (Environmental, Social, and Corporate Governance) and SRI (Socially Responsible) Investment Solutions
    • Mutual Funds
    • No-load / No-commission Mutual Fund programs
    • Investment Advisory accounts (Fee-based)
    • Fixed, Variable & Equity Indexed Annuities
    • Common & Preferred Stocks
    • Corporate & Municipal Bonds
    • Real Estate Investment Trusts (REITs)
    • Tax-Sensitive Investment Portfolios
    • Index and Exchange Traded Funds (ETFs)
    • Variable Universal Life Insurance
    • Limited Partnerships (Oil & Gas, Real Estate)  
  • Comprehensive Investment Portfolio Review & Analysis
  • Risk Management & Wealth Preservation Strategies
  • Retirement Accounts
    • Traditional IRA & Roth IRA
    • Rollovers      
    • Individual & Group 401(k) Plans, 403(b)(7), SEP-IRA, Pension / Profit-Sharing, Simple IRA Plans & more
  • Financial Planning / Income Planning / Retirement Planning
  • Brokerage / High-Yield Cash Management Accounts
  • Wealth Management & Asset Protection 
  • College Planning / Funding
    • College Savings Plans (I.R.C. Section 529)
    • Coverdell Education Savings Account (formerly Educational IRA)
  • Insurance
    • Life
    • Disability Income
    • Long-term Care
    • Mortgage Insurance
  • Estate Planning & Inheritances
    • Multi-Generational Planning & Wealth Transfer Strategies
    • Distributions from Employer-Sponsored Retirement Plans & IRA's
    • Trust Services
  • Advanced Tax Planning Strategies
    • Sale of Highly Appreciated Business or Real Estate (non-exchange) 
    • Charitable Giving
    • Distributions from Employer-Sponsored Retirement Plans & IRA's
    • Tax Reduction Strategies for Professionals, Business Owners, Highly Compensated Employees, Retirees & more
    • Stock Options Planning (Incentive or Non-Qualified)