Over 35 years of educating and empowering our clients to make better financial decisions for themselves and their loved ones. Â
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Retirement Planning..
What will you do when every day is a Saturday?
Education Planning
How will the decisions you make now help your child in the future?
Legacy Planning
Do you know how you will be remembered?
Elder Care
In the twilight of your life, won’t it be nice to know you will be taken care of?
News & Events
Trip to Red Wing Pottery and the St. James Hotel
ÁñÁ«ÊÓƵֱ²¥ Spotlight On a beautiful sunny day in early December 2019 we took 40 clients to Red Wing on a luxury coach bus from Northfield Lines. Our first stop was at the Red Wing Pottery Museum for...
Annual Client Appreciation Picnic 2019
ÁñÁ«ÊÓƵֱ²¥ Spotlight We had a beautiful day for our 2019 picnic with a wonderful turnout, delicious BBQ from Baker's Ribs and some awesome music played by our friend Jeff Dayton (Daytonmusic.com). It...
Retirement Plan Administrators
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Check the background of Cambridge Investment Research.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member /. Investment Advisory Services and Financial Planning Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and ÁñÁ«ÊÓƵֱ²¥, Inc. are not affiliated.
This communication is strictly intended for individuals residing in the states of AR, AZ, CO, FL, IL, MI, MN, MS, ND, OR, SD, WA, WI, and WY. No offers may be made or accepted from any resident outside of the specific states referenced.