We’re all on a journey of some kind.
Do You Have A Plan For Your Financial Journey?
Having a trusted adviser to help you navigate through the challenges and critical decisions is priceless.
Want to see what we can do for you right now?
Financial News & Information
Compelling Argument For Long-term Care
Some of my clients have asked about protecting their assets in case of a nursing home stay or long...
Just Do It: Quick Steps To Improving Your Finances
There are very few things that people delay more than taking steps to improve their finances. It’s...
Fall Financial Reminders
Here are some important things to note as the year comes to a close. As every calendar year ends,...
What Expenses Could Change When You Retire?
Some costs could rise, fall or even disappear. Your retirement may seem near at hand or far away,...
See All Articles
LICENSE DISCLOSURE
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA (www. finra.org) and SIPC (www.sipc.com), to residents of: AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NM, NJ, NY, NV, OH, NY, PA, SC, TN, TX, VA, VT, WA, WI, WV, WY. Cambridge and Slate, Disharoon, Parrish & Associates, LLC are not affiliated.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Cambridge does not provide tax advice. Check out the background of firms and investment professionals on FINRA’s BrokerCheck.





