Cambridge Financial Advisors offers financial planning and investment advisory services tailored to individual client needs. Services include portfolio analysis, asset allocation, tax planning, retirement planning, insurance review, and estate planning. Cambridge Financial Advisors uses a passive investment approach, recommending low-cost mutual funds and ETFs, and rebalancing portfolios annually.
Fee Structure
Cambridge Financial Advisors provides investment consultation and advice, including strategic asset allocation and security selection. They recommend a passive (buy and hold) approach with annual rebalancing. They generally recommend low-cost, passively managed mutual funds and ETFs. Cambridge Financial Advisors does not actively or continuously manage client portfolios.