Characteristics of a Wealth Builder
♦ Typically 25 to 50 years of age
♦ Needs help prioritizing goals and determining the best way to reach them through comprehensive financial planning
♦ Needs someone they can trust to help them make intelligent decisions and avoid poorly conceived strategies so that their financial future is secure.
♦ Wants to delegate investment management to a professional
♦ Has the ability to save into retirement planning vehicles or investment accounts
Cambridge Wealth Builder clients appreciate knowing where they stand and how they are going to reach their financial goals. They value their advisor's attention to their investments and overall financial well-being during this hectic life stage. In many cases retirement plan assets can be included to meet the $500,000 minimum. If manageable assets don’t meet our minimum, financial planning services are available on a stand-alone basis.
