SCOPE OF PRODUCTS & SERVICES

We Will Provide You With the Most Competitive Investment Products and Platforms in the Industry


WEALTH MANAGEMENT FOR PHYSICIANS & THEIR FAMILIES

  • Actively managed mutual fund & ETF portfolios
  • Indexing strategies
  • Tax efficient investing
  • Retirement planning
  • Rollover IRAs
  • Roth IRAs
  • Tax sheltered annuities
  • Income annuities
  • Estate planning
  • College planning
  • 529 plans

INSURANCE PROTECTION FOR PHYSICIANS & THEIR FAMILIES

  • Specialty specific disability insurance
  • Term life insurance
  • Permanent life insurance
  • Whole life insurance
  • Universal life insurance
  • Variable Universal life insurance


WEALTH MANAGEMENT FOR PRIVATE PRACTICES

  • 401k
  • SEP IRA
  • SIMPLE plans
  • Profit sharing plans
  • Defined benefit plans
  • Defined contribution plans
  • Deferred Compensation plans

INSURANCE PROTECTION FOR BUSINESS

  • Buy-Sell agreements (Cash benefit in event of owner(s)' death or disability)
  • Keyman insurance (Cash benefit in event of key employee death or disability)
  • Restricted property trusts (High income deductible tax shelter for business owner(s))
  • Overhead expense insurance (Cash benefit to cover operating expenses in event of disability of owner)

 

Disclaimer:
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 BattDouglas are not affiliated. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, IN, MO, NY, OH, PA. No offers may be made or accepted from any resident outside the specific state(s) referenced. Cambridge does not provide tax advice."

Check out the background of firms and investment professionals on FINRA’s BrokerCheck: http://brokercheck.finra.org/