When I work with my clients, we have three main concerns when preparing and implementing a financial plan – accumulation, retirement savings and spending, and legacy.
- Accumulation is the money..
When I work with my clients, we have three main concerns when preparing and implementing a financial plan – accumulation, retirement savings and spending, and legacy.
Divorce is all too common an experience and one that, if you are not prepared, can lead to financial catastrophe. In the midst of all the hurt, confusion, and logistical hurdles, divorce raises the..
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Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Heritage Financial Strategies are not affiliated. This communication is strictly intended for individuals residing in all 50 states, DC, PR, and VI. No offers may be made or accepted from any resident outside the specific states referenced.
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