Welcome to the family!
Cambridge Financial Services is a firm dedicated to assisting individuals and small businesses achieve their financial goals. I established CFS in 1998 with the goal of building life-long relationships. I accomplished this by helping my clients in the following core planning areas: Investments, Education Planning, Retirement Planning, Debt Management, Estate Planning, Insurance and Household budgeting. These core planning areas are the foundation in which I can build a sound investment portfolio that will evolve as your life changes. This can only be accomplished through your earned trust and my proper guidance.
Your goals are our goals.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
We go with you, wherever the road of life takes you.
We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.