Whatever your financial goals, Cambridge Connection will be there; we offer tax planning and preparation, financial and investment planning, and wealth management.

Tax Planning and Preparation

We prepare your personal income taxes and provide you with professional advice year round. We educate our clients to recognize tax reducing expenses in their daily lives. In the event of an audit, a qualified tax attorney, CPA, or enrolled agent will handle the audit at no additional charge.

We provide both a computerized and non-computerized organization system that requires minimal effort to maintain and is designed to maximize tax savings, file organization, and monitor cash flow. This system is available to clients at no extra charge. Learn More.

Financial Planning

We help you set attainable goals for the near term and for the future; build your upside, protect your downside.

We will review your insurance needs, current coverage, and deductibles as well as examine policies before you purchase them. Learn More.

Estate Planning

We can help you think through how you want your children taken care of and assets divided, with emphasis on reducing estate taxes and probate costs. Simple wills and updates are provided at no extra charge.

Investment Planning

Are your present investments appropriate for your risk tolerance? Tax bracket? Long term goals? We can show you how to balance your investments to hedge against extreme economic cycles. Diversification appropriate to your investment horizon can enable you to reduce portfolio risk while substantially enhancing your return on investments. Learn More.

Wealth Management

Based on several years of working with a small number of clients, we have developed a wealth management option. It provides the services that our clients have said they desire. Many of our clients have told us their annual investment review is no longer sufficient. They have found that as their net worth increased they needed and desired individual attention from us, or wanted Cambridge to recommend others to monitor their investments. Learn More.