Skip to main content

Client Solutions

We understand your clients are your most valuable asset. Our team of highly qualified specialists supports you in creating optimal solutions for your clients in the areas of business and estate planning, fee-based accounts, insurance, investments, and case specific financial planning and retirement plan aquisition. This highly-specialized team provides comprehensive direction and guidance on case development involving mutilple products and financial planning strategies. As a Cambridge advisor, you’re able to take advantage of one-on-one consultations, case insight, training with our specialists, along with case development reports that address the planning objectives and possible solutions for your high-net-worth and business clients. 

Contact a Business Development Director to find out more about our client solutions offerings. 

Retirement Plan Solutions

Our retirement plan solutions specialists will guide you through the complexities of retirement plan design, implementation, and strategies. We can help you identify retirement plan opportunities inside your existing book of business and within your community, and work with you to develop these leads into new business relationships. 

Fee-based Solutions

Streamline your business through a multitude of fee-based strategies with guidance from our fee-based solutions professionals. If you are looking to find the right fit among our CAAP®1 strategists or the perfect third-party money manager, we provide an unbiased opinion regarding possible options for your clients and your practice business model.

Insurance Solutions

Our specialists help you design insurance product solutions and bring you creative marketing ideas. We help you save time on case design, implementation, and operational assistance. We have strategic alliances with three MGA partners (Crump, Target, and Creative Marketing) and a plethora of insurance carriers to design state‑of‑the‑art, advanced insurance product solutions and bring you creative marketing ideas. 

Investment Solutions

Need help navigating the complicated world of alternative and traditional investments? Our investment solutions professionals can help you with competitive portfolio and statement reviews, as well as portfolio management and financial planning systems.

1CAAP® is a registered mark of Cambridge Investment Research, Inc. for its program for investment managers.