Over 35 years of educating and empowering our clients to make better financial decisions for themselves and their loved ones.   

Retirement  Planning..

What will you do when every day is a Saturday?

Begin planning now >

Education Planning

How will the decisions you make now help your child in the future?

Help is here >

Legacy Planning

Do you know how you will be remembered?

Prepare your estate today >

Elder Care

In the twilight of your life, won’t it be nice to know you will be taken care of?

Discover your options >

News & Events

Annual Client Appreciation Picnic 2019

Spectrum Spotlight We had a beautiful day for our 2019 picnic with a wonderful turnout, delicious BBQ from Baker's Ribs and some awesome music played by our friend Jeff Dayton (Daytonmusic.com).  It...

read more

Ready to have a conversation?

Contact us today to begin the process of simplifying your financial life.

Contact Us

Check the background of Cambridge Investment Research.

Broker Check