Retirement Planning
Retirement is not a single point in time. It is a potentially decades-long period during which many factors can have a significant impact on your savings and income. I want you to be prepared to confidently transition to the next phase of life with strategic retirement planning.
Goal-based investment planning
After determining your investment objectives, risk profile, and time horizon, we can explore a wide variety of investment solutions to help you save and invest for specific goals.
Comprehensive tax planning
As a CPA, I understand the individual and business tax laws that impact you. I can help you understand the tax consequences of various financial strategies.
Estate/legacy planning
The wealth transfer and protection of assets process doesn’t have to be overwhelming. We will collaborate with your estate planning attorney to implement the necessary financial, charitable and estate planning tools to shape the legacy you desire.
Insurance and risk planning
Reviewing your insurance coverages will help protect you, your family and your assets from life’s unexpected events. I can help ensure that you have the appropriate coverage.
Compensation Planning/Income Strategies
I can help you understand and manage your stock options, deferred compensation, 401k plan and employee benefits.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Hill Financial Services are not affiliated. Securities services offered to residents of CA, CT, FL, NY and SC. Advisory services offered to residents of all 50 states.
Cambridge’s Form CRS (Customer Relationship Summary
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2 Corporate Drive, Suite 921 | Shelton, CT 06484