Our team is comprised of industry-leading financial professionals, including experts in advanced-case design, who hold multiple degrees and credentials, including MS-Financial Services, CFP, ChFC, CAP (Chartered Advisor Philanthropy). We specialize in state-of-the-art strategies for estate and business owners, using a protection-first approach to first protect our clients from life's uncertainties while taking advantage of all available tax and investment strategies for growth, income, and legacy planning. Our specialties include helping business owners with key person protection, executive bonus plans, split-dollar, deferred compensation, and advanced buy-sell funding techniques.
Cambridge associates are actively involved in the industry and the community. From Brian Ellis, President of NAIFA-Utah Board of Directors, to John Crowley, Certified Special Needs Advisor and member of the Utah Development Disabilities Council, we know that involvement and contribution keep us close to what matters...while offering a full toolkit of financial products and techniques to protect it.
The insights you'll find in our blog will provide some guidance and tips for managing your finances. If you have specific questions about insurance, investment or retirement planning, please reach out to us at email@example.com.
It’s never too early to start teaching your children about financial literacy! You don’t have to explain all of the intricacies of the stock market, but you can start exploring how to make a budget, be frugal, and save...Read More
Why should you invest? You are working hard for your money every day; in turn, your money should return the favor and work for you. After all, you will need that money to last a long time in your retirement years. Surprisingly, a recentRead More
More than 6,000 people have reached the summit of Mt Everest; 300 have died in the attempt and nearly a third died during the descent after reaching the summit. There's a lesson applicable to retirement planning in these numbers...Read More
Diversifying your investments is an important risk-reduction strategy, but did you know that diversification is also a critical tax-reduction strategy? Tax diversification isn't hard, so let's get started. This article will help.Read More
We’re on the cusp of an extraordinary time in financial history. Over the next decade, a large amount of wealth will be transferred to the next generation. It’s estimated that as much as $30 trillion in financial assets could be in the handRead More
You’ve spent decades growing your family operation. Now you want to ensure that your family, business partners and employees will be taken care of if you’re no longer able to be there. You have a child (or several) helping...Read More
Financial problems can happen to anyone and sure can leave you feeling defeated. If you have had difficulties with finances, it does not mean that you are doomed to repeat that history in future business endeavors. With proper planning...Read More
Succession planning for many business owners is usually on their to-do list. Unfortunately, this task is often overlooked or pushed aside. After all, it is a complicated process to determine what happens to the business in retirement...Read More
Protect Yourself and Your Family with Effective Estate Planning To say that most people these days are beyond busy is an understatement. Our work obligations, familial responsibilities, and day-to-day tasks can be more than enough to...Read More
Is It Best to Disinherit My Child with Disabilities to Preserve Their Government Benefits? Being the parent of a child with special needs can be one of the most rewarding experiences in life. But it also comes with its own unique set...Read More
Please help us share this opportunity with your personal CPA and other CPA's you may know. Cambridge Financial Group is sponsoring two virtual CPE events to show our appreciation to CPA's and help them accumulate the required...Read More
As a single parent, your children depend on you for everything they have – including a feeling of safety and security. So what would happen if you suddenly weren’t here? Would another parent or relative step in to care for...Read More
Cambridge Financial Group is pleased to announce that Brian Ellis, FSS, has been elected as to serve as the 2021 President for the Utah chapter of the National Association of Insurance and Financial Advisors (NAIFA). The NAIFA-Utah...Read More