Getting Started

Make a clear, effective start on your retirement strategy

Start taking care of your financial health right away by reviewing the PDF downloads on this page.

Additionally, please print and complete the First Meeting Checklist, Client Profile Form and Financial Planning Worksheet as best you can and bring them, along with your questions, to our first meeting. This way we can examine your information together and assure you get the most value possible for your time and effort.

You may also wish to try these handy calculators ahead of our meeting, but know we’ll be reviewing these topics in person.

Links to third-party sites are provided as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.

Form CRS for Cambridge
(Customer Relationship Summary)

Form CRS for CIRA

Form CRS Supplement

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through Rose City Financial. Cambridge and Rose City Financial are not affiliated. Cambridge does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the states of CT, FL, GA, MA, ME, NC, NY, PA, RI, SC, VT, VA. No offers may be made or accepted from any resident outside the specific states referenced.