About Our Firm

Our Goal

When was the last time you reviewed your estate, economic, and insurance affairs? Most of us are so busy maintaining a lifestyle that we don't take the time to properly plan for tomorrow.

Building personal wealth and financial security is both an art and a science . At Cambridge Financial Services, our goal is to provide a more efficient approach to building wealth. To achieve this, we employ a unique macrofinancial process to assess your total financial picture.

This process focuses on the strategic positioning movement of your money to help achieve maximum benefits in the areas of wealth building, tax savings, and improved protection management to help achieve your full financial potential.

If this is your desire, we look forward to meeting you in the near future and showing you how Cambridge Financial can help you live the life you've imagined.

Our Commitment

The best planning requires objective recommendations combined with a comprehensive knowledge of products, tools, and techniques. Cambridge Financial Services is committed to helping small business owners, professionals and individuals navigate the economic challenges and opportunities that vex so many, with a pledge to be there when it matters most.

To do this, we believe that understanding the client is crucial to successful financial counseling. That is why we begin each initiative with a thorough analysis of your goals, concerns, and objectives, as well as your current circumstances. This analysis allows us to discover any imbalances and with access to an array of institutional investment managers*, insurance companies, and, where appropriate, qualified attorneys and CPAs we are able to design appropriate custom-tailored strategies to help you achieve the financial peace of mind that alludes so many.