Client Resources
The planning process we engage in is not a once in a lifetime event, it is evolutionary, taking into account ongoing changes in your life, your resources and the financial decisions you need to consider. It is customized to your objectives, priorities and values. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns.
The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided in these educational materials, nor is the company liable for any direct or indirect issues or any consequences arising out of the information presented through them. They are the opinions of the author(s) and not necessarily those of Cambridge, are for informational purposes only, and should not be construed or acted upon as individualized investment advice.