As we age, so do our needs and goals, including how we view our finances. Throughout the financial continuum, we make our decisions based on the time period where we find ourselves, and it’s difficult for us to see that these current decisions can potentially impact all future financial outcomes.

Let’s liken this to a journey up Mt. Everest. If we were to plan our journey, it would be for a continuous one, not only to get to the top, but also be to get back down! At Cambridge, we educate our clients to understand the wealth building process leading up to retirement, how retirement income streams work, the protection components needed along the way, the income distribution process, and finally the wealth transfer process – and treat it as one continuous journey. With these strategies, we strive to help you to maintain today’s quality of life without sacrificing tomorrow’s financial security.

Ultimately our strategy, not the product, becomes the differentiator. We are committed to helping our clients find a level of financial security that is based upon educated decision making and strategies, and ultimately our strategies – not the product – differentiate Cambridge from many companies.