Financial

OUR SERVICES

Retirement Planning
Financial Planning
Asset Allocation
Investment Planning
Tax Management
Estate Planning & Conservation
College Funding
Charitable Giving
Family Protection, Survivor Benefits
Social Security Options

HEALTH PRODUCTS & SERVICES

Health Insurance (including Subsidy calculator with the
Affordable Care Act
Long Term Care Options
Disability
Dental plans

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Cambridge Form CRS (Customer Relationship Summary)

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/ SIPC. Advisory Services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Cambridge and The Advisor Group are not affiliated. ID, CO, MA, OH, WY.