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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.

SECURE Act 2.0: An Overview

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.
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When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
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Year-End Charitable Gifting and You

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.
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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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