Our mission is to make a positive difference in the lives of our clients by providing friendly, highly personalized financial planning and investment services based on each client's specific core values, goals, opportunities, and challenges.
We work with clients in a wide range of life stages and view financial planning as an ongoing process. We offer a complimentary introductory meeting where we get to know the prospective client(s), and they get to know us. A formal comprehensive financial plan includes identifying one's goals and values, and analysis and recommendations regarding everything from cash management and tax planning, to investment management and retirement, estate, insurance, and education planning. We charge a flat fee for the initial financial planning engagement; ongoing revenue is typically comprised of both a financial planning retainer and investment advisory fees.
We welcome your inquiries and are glad to discuss any questions you may have before deciding whether to schedule an introductory consultation.
Registered Representative, securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Crampton Planning Partners are not affiliated.
Please enter your phone number and click "Send" to receive the listing details by SMS.
For numbers outside the US, please enter the country code, for e.g. +91.
If you do not receive a message, your phone number might be registered in the Do Not Disturb Registry.
Number:
For numbers outside the US please enter the country code.
Please enter your phone number and click "Call" to call the listing owner.
Number:
For numbers outside the US please enter the country code.
