Retirement is a big transition for everyone- we can help make your retirement less stressful and more like the one you have always dreamed of. We start with identifying what's important to you through a robust discussion around your values, lifestyle, and goals. Then we analyze your current financial situation and develop a plan to get you more likely to achieve your goals. We review your estate plan to make sure your plans will be carried out to your specifications.
Business owners face many challenges. We help review their corporate structure to see if any unnecessary risks are being taken or opportunities can be exploited. We also review any existing retirement plans to ensure they are the best fit and implement plans when necessary. Additionally, we review existing insurance policies to make sure you have proper protection in place. All this is done with your goals in mind, inside and outside the business.
We help active families with busy lives to simplify their finances and bring financial confidence. Our process helps families identify and target goals and then manage their cash flows to work towards meeting those goals. We help take the burden off of your busy life so you can do what's most important: protect and spend time with your family. We help with cash flow management, financial coaching/education for children, strategic planning, prioritizing objectives and insurance analysis.
Giving back is something that is important to all of us at Cambium. We enjoy helping people think through and plan how to efficiently transfer assets to causes that are important to them. We help philanthropists with strategic utilization of philanthropic vehicles, identifying tax-efficient gifting strategies, conducting meetings with benefactors and legacy planning.