Cambridge Connection, Inc. - Cambridge Financial Review

Cambridge Financial Review

Your two-hour appointment may cover the following optional topics (as time permits):

Review of prior returns for missed deductions
Tax planning for current year
Recommendation of possible tax strategies to consider
Review of current asset allocation and investment location for tax efficiency
Evaluation of performance of current investments
Review of Financial Life Cycle position
Retirement/Financial Independence Analysis
Recommendation of holistic financial strategy
Analysis of current costs being incurred for financial advice
Other related topics

When making your appointment, please let us know the three most critical areas you will want to cover. You will leave the appointment with a written list of recommendations and specific options. You are then free to implement them yourself or through another financial advisor. There is no further obligation on your part or Cambridge Connection’s part.

If you are considering becoming a retainer client, this Cambridge Financial Review is an excellent starting point. Further appointments will be scheduled at the end of the Cambridge Financial Review.

No tax preparation or investment implementation is included in the Cambridge Financial Review. It is important to note that the Cambridge Financial Review is not a full financial plan. It is a brief overview of your financial progress and a review of limited aspects of your financial situation.

To set up an appointment, call Chad Silver at 248-737-7090 or 800-224-1040 Ext. 7. Appointments are generally scheduled within 4-6 weeks. If you have an urgent issue or have questions about this program, Chad will set up a telephone appointment for you to talk to an Advisor. Once you schedule an appointment, we will send you a copy of Bert’s book “Why Smart People Do Stupid Things with Money.”

Payment of the first half of the fee is due at the time the appointment is scheduled; the remainder is paid when you arrive for your appointment. We accept most credit cards. There are no refunds. The full amount paid for the Cambridge Financial Review will be applied against the initial retainer if you decide to become a regular client within ten days.