Broker Check

Our Services

Here to HelpEvery
Step Of The Way

Here to Help
Every
Step Of The Way


Our Client Experience Roadmap guides each client to their goals

Minimums do apply for continued fiduciary oversight

Investment Oversight Service

  • Financial Planning – complimentary plan if minimums are met
  • Reviewing investments and designing a personalized portfolio appropriate to your needs
  •  Year-long, continual monitoring of your investments
  • Semi-annual, or annual meetings: to review and evaluate your investment performance, update your overall
    financial objectives and if necessary, reallocate your portfolio as agreed upon by you
  • Independent Advice
  • Recommendations regarding positioning of investments within your employer provided retirement plans such as
    401(k)s,
  • Self-directed brokerage account guidance within employer sponsored plans; professional oversight

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Annual review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Staying up to date on and presenting new tax laws that can affect your situation

Life Insurance and Business Transition Advisory Services, Buy & Sell Side 

  • Personal and Business Life Insurance; Chartered Life Underwriter
  • Business advisory services in buy & sell side transactions
  • Minimum of $1.5m EBITA for buy & sell side oversight

Retirement Income & Distribution Planning

  • Analysis of your income needs now, and in the future
  • Continual development and implementation of recommendations to fund your income needs
    and help maintain a comfortable standard of living
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and
    IRAs
  • Analysis of the beneficiaries - primary, contingent and per stirpes elections where appropriate
  • Long Term Care Analysis

Family Wealth Planning

  • Analysis of your current estate plan and concerns
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

  • Monthly Email if desired to keep you apprised of the most current economic, global and market conditions
  • Bi – Annual Market Outlook Webinars co-hosted with institutional leaders, CFAs and Industry Experts
  • In Person Events for Phoenix Metropolis Clients

*Monitoring of investments refers to advisory accounts only.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through The AmeriFlex Group®, a Registered Investment Adviser. Cambridge is a minority owner of The AmeriFlex Group®. Other entities and/or marketing names, products or services referenced here are independent of Cambridge.

 

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