765-637-7920 | Client Access

Full Concierge Family Service

Tax

    • Tax Impact Projections-
    • Proactive Tax Strategies
    • Assist with CPA meetings

Estate

    • Visions and Values
    • Estate Plan Design Meeting
    • Estate Plan Schematic
    • Assist with Attorney Meeting

Family

    • Family Legacy Meeting
    • Family Office Hours
    • Video Legacy

Insurance

    • Insurance Review
    • Home Inventory

Insurance Review Home Inventory

    • Financial Plan
    • Income & Social Security Planning-
    • Long Term Care Plan

Implement

    • Review Workplace Plan Holdings-
    • Life Insurance Continuity

Monitor

    • Monitor Risk Level on all assets-
    • Live Success Meter

Semi-Annual Review Meetings

Assess Objectives:

    • Initial High Level Financial Plan

Develop Personalized Strategy

    • Market Outlook
    • Investment Options Consult
    • Wealth Mentoring

Implement

    • Investment Policy Design
    • Tax Aware investment changes
    • Fiduciary Asset Management

Monitor

    • Dashboard and Digital Vault
    • Monitor Risk Level on Portfolio-
    • Performance Reporting

Annual Review Meeting

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Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC, to residents of specific states. Contact our office to confirm if we are active in your state. Cambridge and Turquoise Wealth Management, LLC are not affiliated.

 

Cambridge’s Form CRS (Customer Relationship Summary)