Financial Advisor Boston | Wealth Management, Financial Planning & Retirement Planning

The Independent Financial Advisor Advantage

I have all the tools individuals, companies, and not-for-profits need for their wealth management as well as their financial planning for retirement.

Because I am independent, there are no requirements to use a specific tool. Therefore you benefit from advice and products tailored to your unique financial needs.

 

Products and Solutions                                

Individuals

  • 401(k) Rollovers
  • Rollover IRA’s, Traditional IRA’s, Both IRA’s
  • 403(b) Plans for Teachers
  • Self-Employed Retirement Plans
  • Fixed and Variable Annuities
  • Life Insurance Needs Analysis
  • Whole Life, Universal & Variable Insurance

Employers

  • Non-qualified Deferred Compensation
  • Defined Benefit Pension Plans
  • Key Employee Insurance
  • Buy/Sell Agreements Review
  • 401(K) Plans, 403(b) Plans, and Profit Sharing Plans

Affiliations                                                             

  • Cambridge Investment Research is an independent broker-dealer for financial professionals dedicated to offering unbiased investment advice to clients.
  • My investment advisory services are offered through Cambridge Investment Research Advisors, Inc., a SEC Registered Investment Advisor.