Our Services
Asset Management
- Retirement Programs
- IRA’s (Conventional and Roth’s)
- 401k’s & 403b’s (Management and Rollovers)
- Annuities; Single Premium Deferred & Immediate, Flexible, Split & Indexed
- Investments and Active Portfolio Management
- Life Settlements
Asset Distribution, Analysis of Your Investment and Distribution Options with
- Living Trusts, Wills
- Charitable Remainder Trusts
- Irrevocable Life Insurance Trusts
- Family Limited Partnerships
- Powers of Attorney: your POA’s limits, if any
- All Legal Documents prepared by a Licensed Attorney
Asset Protection
- Life Insurance: Term, Whole Life, Universal, First & Second-to-Die
- Tax Reduction Strategies
- Health Insurance and Dental & Vision Benefits
- Medicare Supplements
- Medical Savings Accounts (MSA’S)
- Long Term Care Insurance
- Home Health Care Insurance
Cambridge Investment Research and its representatives do not provide tax or legal advice. Investors must consult their tax advisor or legal counsel for advice and information concerning their particular situation.