The majority of clients we work with fall into the following groups:
Women who need help managing their financial affairs through life issues such as:
Loss of a spouse
Job loss or career change
Busy professionals who have been saving for their future and are now in need of a more fine-tuned financial plan to take them to the next level.
Individuals and couples who are approaching retirement and want to make sure there are no surprises.
We specialize in building long-term relationships with clients and may be the right fit for you if:
You would value a financial plan that includes retirement planning, investments, insurance, estate planning, and taxes.
You would value having your portfolio professionally managed because you do not have the time or interest to manage it yourself.
You are open to a long-term partnership with a financial planner. While you would be free to end our working relationship at any time, we prefer partnering with our clients for many years to help them manage their evolving financial circumstances.
You have high integrity, communicate well, and are fun to work with.
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount you've earned. When you begin taking Social Security benefits also greatly affects the size of your benefit.
Have questions? Let us know!
Learn more about how I can help you pursue your financial goals. Request a free Discovery Meeting Consultation.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Minnesota, Wisconsin
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC, to residents of: CA, MN and WI.
Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Cambridge and Fair Trust Financial LLC are not affiliated.
If you are not a resident of one of these states, you may contact our office to discuss the possibility of becoming registered for business in your state. Please feel free to call (888) 779-7180 or email us.