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The Cambridge Difference

Comprehensive Wealth Management Strategies

Cambridge Financial Services is a financial consulting and strategic planning firm, specializing in comprehensive financial planning. With seasoned certified planners on staff and consultants, we offer our clients independent, objective advice, not a sales pitch or cookie cutter plans.

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Our Services

We are Cambridge Financial, an independent financial firm in Chandler, AZ. We have more than 80 years of combined experience creating personalized retirement strategies for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited to services we offer. Instead, we offer you the high quality education on the choices available to you. We focus on building you the right strategy and meeting your risk tolerance and time horizon.

Investment Management

Investment Management

Create an investment strategy that's right for you.

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Financial Planning

Financial Planning

Steps to consider to pursue the retirement you want.

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Small Business

Small Business

Manage your affairs during your lifetime and beyond.

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Insurance

Insurance

We look forward to helping you and your loved ones explore their financial goals.

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Schedule a Complimentary Appointment

Located in Chandler, Arizona, Cambridge Financial Services provides comprehensive financial planning and wealth management services to professionals, families, and small businesses throughout the United States. Feel free to reach out with any questions.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.
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Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

Meet Our Team

Jason Rucker, CFP®*

Senior Wealth Advisor & Founding Partner

jrucker@htk.com

J. Brandon Clarke, MSFP®, ChFC®

Senior Wealth Advisor, Director of Planning Services & Partner

bclarke@htk.com

Nelson Lewis*

Financial Professional

nlewis@htk.com

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