Financial Planning

As our president, Bert Whitehead, likes to say, "At Cambridge Connection, we sell sleep."

Planning 3Our goal is to help you organize and manage all aspects of your financial life that keep you up at night. We believe that financial planning is a process, not an event. We take into consideration all facets of your finances and each plan is customized for your personal needs.

We mentor you on your path to financial independence and we promise to be by your side every step of the way. Sucessful financial planning requires a holistic approach that integrates your current scenario, your future goals and your personal financial tendencies and beliefs.