RETAINER INCLUDES:

Tax Advice

• Tax Planning & Preparation
• Record Keeping

Financial Planning

• Financial Planning
• Retirement Planning
• Elder Care Planning
• Insurance Review
• Estate Planning

Investment Counseling

• Investment Management
• Portfolio Analysis
• Asset Allocation Strategy
• No-Load Implementation

Why cambridge is different

Fee-Only Commitment

Holistic Approach

Open Retainer Program

Credentialed Professionals

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