For Our Clients
For Our Clients
Insights
Welcome to Cambridge Financial Group, a highly experienced team of people who've dedicated their professional lives to helping clients reach their financial goals. We have a complete suite of investment and income-oriented products to help accumulate money for the future and provide guaranteed lifetime income throughout retirement.
We always start with protection – to make sure that the people who depend on you will be taken care of no matter what happens in life. We serve everyone who wants to equalize their estates, leave a legacy or pay estate settlement costs at the lowest cost possible. We specialize in working with business owners and key employees to provide incentives striving to assure the long-term viability of the business. We love to tackle tough problems and create innovative solutions. Thanks for dropping by our website. I'd love the chance to talk with you, so please feel free to give me a call or a quick text.
Jeff Johansen
Managing Partner
(435) 817-6226
Our Mission Statement
Our mission is to deliver protection-based, comprehensive financial strategies to individuals and business owners in a professional and educational process that instills confidence and peace of mind. We guide clients through important decisions about life insurance, college planning, retirement strategies and estate planning, helping them implement solutions and achieve their financial goals.
Our Values & Guiding Principles
Acting with Integrity
- Doing the Right Thing, Always
- Safeguarding Assets
- Sharing Concerns
Respecting One Another
- Valuing Differences
- Nurturing Culture
Focusing on Relationships
- Working Together
- Rewarding Accomplishments
- Serving Clients
A Shared Sense of Belonging
- Representing Our Company
- Connecting with Our Communitities
Sustaining Our Legacy
- Ethical Conduct
- Financial Integrity
- Commitment to Clients