Welcome

Our firm recommends a book that helps “light the way” and seeks to navigate you through the financial fog. This guide will be especially helpful if you are serious about creating a financial plan designed to help you make the smartest choices with your money – it’s a plan you can be excited about! The name of this book is Values Based Financial Planning™ (The Art of Creating an Inspiring Financial Strategy), by Bill Bachrach*.

The author brought into his book a peaceful and calming order to a planning process that others have found to be too overwhelming to even complete. Values Based Financial Planning™ will help you connect with what is really important to you and help you to set your goals to face your future with a new confidence.

Our Vision Statement

We genuinely care about each of our clients. Our ability to understand you, our clients, is central to everything we do. We give you advice according to your needs, your goals, and your custom plan for success. We diligently strive to earn and keep your trust and confidence as we give you our complete honesty and total integrity. Our comprehensive solutions provide you with proactive strategies which utilize a broad array of financial products and services as well as a systematic approach to the changing tides of the market. Our team expects uncompromising quality from each member in their knowledge, experience, creativity, and follow through.

*Opinions voiced in Values Based Financial Planning™ are not intended to provide specific advice and should not be construed as recommendations for any individual. To determine which investments may be appropriate for you, consult with your financial professional. Remember that investment decisions should be based on an individual’s goals, time horizon, and tolerance for risk. Cambridge Investment Research, Inc. does not endorse the opinions in this book and are not to be held responsible or liable for the accuracy of the information contained therein. Bill Bachrach is not affiliated with Cambridge or Jamison and Associates.