Cambridge Connection is a comprehensive, fee-only personal financial planning firm with locations in Franklin, Michigan, Tuscon, Arizona, Orlando, Florida, San Francisco, California, Atlanta, Georgia, and Las Vegas, Nevada. We welcome you to learn about our services and our advisors on this site. If you have additional questions, please feel free to contact us.

Comprehensive Approach

We integrate all the financial areas in your life, including tax planning/preparation, estate planning, will execution, insurance and investment advice and implementation into one overall comprehensive plan.

Fee-Only Compensation

This term refers to the method of compensation for the financial planner. "Fee-only" planners are compensated solely by fees paid by their clients and do not accept commissions or compensation from any other source. "Fee-only" planners believe there is a significant "conflict of interest" if an advisor stands to gain financially from the purchase of any product he or she recommends to the client.

Open Retainer Program

Because we consider financial planning a process rather than a one time review, our annual fee allows you to call us or come see us at any time during the year, in addition to your scheduled appointments, at no extra cost.

Credentialed Professionals

As licensed professionals, all personal financial advisors of Cambridge Connection are Certified Financial Planners or the equivalent, usually with additional advanced credentials, and serve you on a fiduciary basis. In addition, each Licensed Advisor receives rigorous academic training and has years of seasoned experience. Meet our advisors!