Retirement Planning
Retirement is not a single point in time. It is a potentially decades-long period during which many factors can have a significant impact on your savings and income. I want you to be prepared to confidently transition to the next phase of life with strategic retirement planning.
Goal-based investment planning
After determining your investment objectives, risk profile, and time horizon, we can explore a wide variety of investment solutions to help you save and invest for specific goals.
Comprehensive tax planning
As a CPA, I understand the individual and business tax laws that impact you. I can help you understand the tax consequences of various financial strategies.
Estate/legacy planning
The wealth transfer and protection of assets process doesn’t have to be overwhelming. We will collaborate with your estate planning attorney to implement the necessary financial, charitable and estate planning tools to shape the legacy you desire.
Insurance and risk planning
Reviewing your insurance coverages will help protect you, your family and your assets from life’s unexpected events. I can help ensure that you have the appropriate coverage.
Compensation Planning/Income Strategies
I can help you understand and manage your stock options, deferred compensation, 401k plan and employee benefits.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hill Financial Services, P.C. and Cambridge are not affiliated. Tax services are offered through Hill Financial Services, P.C.
This communication is strictly intended for individuals residing in the states of CA, CT, DE, FL, GA, IL, KY, MA, MD, NY, NC, RI, SC and VT. No offers may be made or accepted from any resident outside the specific states referenced.
Cambridge’s Form CRS (Customer Relationship Summary
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2 Corporate Drive, Suite 921 | Shelton, CT 06484