Professional Partnerships

Professional Partnerships

Financial Planning does encompass all the different components of your financial life. However we cannot be experts in all of those different components. As a result, we work closely with other financial professionals that will be able to assist you in your area of need. Quite often we co-ordinate the introduction and sit beside you while we work with those other financial professionals. In doing so, we are able to simplify the work you have to do when working with that other financial professional. And hopefully keep your costs to a minimum. Below, you can find a link to the website of many of our financial partners.

The professionals and firms listed are not affiliated with Cambridge or Investment Planning Advisors.