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Our team is comprised of industry-leading financial professionals, including experts in advanced-case design, who hold multiple degrees and credentials like 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. 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 info@cambridgefg.com. 


Tuesday, September 20, 2022

Your term life insurance policy serves a very specific purpose — death benefit protection for a set number of years. As your needs evolve and circumstance change, you may want to consider converting to a permanent life insurance...

Monday, August 1, 2022

You have many options to save for retirement. Qualified plans, annuities, IRAs, stocks mutual funds, and even life insurance are tools that can be used in a retirement planning strategy. But, they have different income tax...

Tuesday, July 19, 2022

5 Ways Women Use Life Insurance to Meet Their GoalsLike most women, you’re wearing more hats than ever, more people are counting on you, and you still have ambitious goals to reach. What if you had one simple tool to help with it...

Friday, June 3, 2022

The concept of Diversified Retirement Income Sources (DRIS) highlights two important strategies to consider when investing for retirement. Most people are familiar with the first principle, diversifying assets to protect against down...

Wednesday, April 6, 2022

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...

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Tuesday, March 15, 2022

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 recent

Saturday, February 12, 2022

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...

Saturday, January 22, 2022

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.

Monday, January 10, 2022

When we talk about the “ideal plan” we recognize that what is ideal for one person may not be for another. Though I think we can all agree that with financial planning an ideal plan for all of us is one that

Monday, November 22, 2021

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 hand

Friday, October 1, 2021

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...

Tuesday, September 7, 2021

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...

Tuesday, August 24, 2021

Why should I invest in life insurance? In this article, we will provide insight into some of the most commonly asked questions about life insurance: What is life insurance? How can life insurance benefit my financial goals and the...

Friday, July 30, 2021

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...

Friday, July 16, 2021

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...

Tuesday, June 29, 2021

Shopping for life insurance is seldom very high on most people’s “to do” lists. Still, when it comes to protecting themselves and their families, it is important. So how do you determine how much – and what kind...

Friday, June 11, 2021

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...

Tuesday, May 11, 2021

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...

Thursday, May 6, 2021

1. Whole Life Insurance Helps To Protect My Family As an “Amiable” personality type, it’s vitally important to me that my family be taken care of no matter what. Whole life assures that the policy will never lapse...

Tuesday, March 23, 2021

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...