Integrated Financial Solutions
PLANNING SERVICES
Retirement Planning
Tax Reduction Strategies
Estate & Legacy Planning
Comprehensive Financial Plans
Retirement Income Planning
Retirement Plan Distribution Planning
Survivorship Income Planning
INVESTMENT SERVICES
Asset Management Programs
Managed Accounts
Full Service Brokerage
Stocks & Bonds
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RISK MANAGEMENT
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ESTATE PLANNING
Estate Plan Design
Estate Plan Review
Trust/Will Review
Trust Services
Planning for loved ones with Special Needs
CHARITABLE GIVING
Charitable Remainder Trusts
Charitable Lead Trusts
Pooled Income Funds
Donor Advised Funds
TAXES
Income Tax Planning
Estate Tax Planning
Cambridge Investment Research, Inc. does not offer Tax or Legal Advice.