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.
Certified Public Accountants
- Charles L. Lewis & Associates
- Padgett Business Service
- Kenneth D. Rogers CPA & Assoc
- Kristina M. Lott, CPA, LLC
Charles L. Lewis and Associates
Charles Lewis, CPA
Patrick Brewer, CPA
4323 Mundy Mill Road
Oakwood, GA 30566
Wills, Trusts and Estate Planning
Special Needs Planning, Elder Care and Financial Counselors
202 Canton Road, Suite 209
Cumming, GA 30040
The professionals and firms listed are not affiliated with Cambridge or Investment Planning Advisors.