OUR SERVICE

We offer Broker Services Throgh Cambridge Investment Research Inc and  Advisory Services through Cambridge Investment Research Advisory.

As part of the Life Changing Financial (LC Financial LLC) network of independent financial professionals, we are able to select highly competitive products to offer each of our clients according to your specific needs. In our endeavor to provide you with high quality and trustworthy products, we have partnered with companies to offer you options in both Advisory Investments and Commission Based Investments.  We also work with Socially Aware fund companies such as Timothy Plan Funds, Ave Maria Funds, etc.

Many People ask us what is the difference between Commission Accounts and Advisory Accounts.  The attached PDF gives a great explanation:

 

We offer different levels of Service based on your needs. We also offer a fee for service (hourly services) on an a-la-carte basis.

 

The Bronze Service Level is designed for clients who are interested in strategies that address specific areas of concern. This level serves anyone that is not interested in an in-depth financial planning service.

The Silver Service Level is the beginning level of our financial planning services. It is designed for clients who desire to have an ongoing relationship beyond simply providing investment recommendations.

The Gold Service Level offers clients a higher level of contact and hands-on association as well as increased attention and sophistication in the financial planning process.

The Platinum Service Level represents our highest level of service available and offers clients additional intricacy in asset management, estate planning, and adviser contact.



 

We invite you to take advantage of our complimentary financial consultation, where you can get answers regarding your finances and information on how to get started on your financial journey.

 

To Best Serve Our Clients We Are Limited
To Only 5 New Clients A Month

Get Started TODAY To Ensure Availability!

No Hassle Appointment Scheduling
REQUEST APPOINTMENT