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Plan for Tomorrow

Live for today

Live for today

Let us help you plan for the future.

Join Our Team

CAMBRIDGE PLANNING GROUP  is a distinctly different firm, providing a consultative and collaborative structure which supports individual goals and needs.  We provide financial services, health care solutions, and specialized advice for:

  • Professionals
  • Small business owners
  • Families (traditional and non)
  • Retirees
  • Women in transition

Our self-employed associates partner with each other to develop their own books of business, by providing custom and holistic financial plans which address their most important client concerns such as:

  • Health
  • Wealth
  • Taxes
  • Retirement
  • Long-term care

Each of our associates take individual responsibility for their area of specialization.  On a case by case basis, the primary advisor has access to other knowledgeable and experienced associates to ensure that the most accurate and complete plan is always prepared and implemented for clients.

A carefully crafted team is the key to making everyone grow and prosper.  By fostering a cooperative and supportive environment where our associates can thrive, we create a healthy future for every participating professional.