Financial Resources to Help You Succeed
Retirement Income Planning
Retirement may be far off, but it’s important to prepare now. With each passing year, as your family grows, your career takes off, or your children leave the nest, there are steps you can take towards reaching your retirement goals. A solid plan is important when you consider the many challenges ahead. Together, with your financial advisor, you can create a retirement plan best suited to meet your goals.
Insurance Protection
It’s crucial to protect what you’ve built—for yourself, and also for those depending on you. Whether you’re a business owner or an employee, a key executive or self-employed – if you’re concerned about protecting your family and assuring that your savings will be adequate to meet your future needs, consider the benefits of talking to one of our advisors.
Business Planning
Business owners are often too busy managing day-to-day activities to adequately plan. If you love what you do and are fully immersed in it, it’s easy to put off crucial, long-term financial planning that could help you and your business. Before you know it, you’re five or ten years down the road with key financial planning areas still left unaddressed.
Estate Conservation
Estate conservation is not only for the very wealthy. Estate conservation can help maximize money you have—regardless of the amount— and determine how it is distributed or transferred. Creating a financial plan that addresses estate conservation and retirement income needs can help ensure that you will not outlive your assets, will be able to enjoy your retirement, while still passing on a portion of your legacy to family and charitable causes.
Special Needs Planning
Planning for special needs entails determining how a child or adult with physical or developmental disability will live in the future. In order to adequately care for a person with a disability, meticulous and innovative planning is required. Families seek to protect any federal benefits, including Medicaid and SSI, in order to ensure the future security of their loved ones.
For people with disabilities, Cambridge Financial Group can assist in anticipating and overcoming the numerous challenges that frequently arise while delivering this kind of planning.