Our Services

CP Solutions

In addition to individualized goal setting and customized financial planning, we most regularly use these vehicles to serve our clients.

403B (non-profit) Retirement Plans
401K Retirement Plans
IRA (Individual Retirement Accounts)
College Savings Funds (529)
Life Insurance
Qualified Plans for Small Businesses
Executive Benefits for Small Businesses

Retirement Planning

Pre-retirement Analysis
Post-retirement Analysis
Pension Maximization Strategies
Annuitization Strategies
Estate Planning Analysis

Portfolio Management

Portfolio Analysis
Asset Allocation Analysis
Investment Strategies for Growth
Investment Strategies for Income
Does My Portfolio Fit Me?

Asset Management

Unique and comprehensive investment process that:

Allows for complete understanding of client’s goals and objectives
Measures comfort with volatility – illustrates in actual dollars, the “worse case” scenario providing real life potential outcomes
Aligns investment strategy to fund life of purpose and significance
Allows clients to be free to focus on what is most important to them

Business Owner Services

Professional Cash Management
Traditional and non-traditional cash management strategies
Business Transitioning
Maximize business value
Sell an existing business
Moving into a different position
Pass-down strategies
Executive Planning
Incorporating private and public stock holdings

Education Planning

Cost Analysis
Funding Strategies (529 plans, Education IRA’s)

Risk Management

Life Insurance – Term, Universal and Variable Life
Disability Income Insurance
Long – Term Care Insurance

Liability Management

Analysis of impact of debt
Provide a debt management strategy that minimizes or eliminates cost of debt

Estate Planning

Estate Planning Analysis
Trust Fund Management
Estate-Tax Funding Strategies
Unique Gifting Strategies
Family Wealth Planning

Legacy Planning

Making a difference in the lives of others (family, community, national and global impact)
Closely integrated with the estate planning process
Client’s plan is aligned and fully supports the impact they want during their lifetime and after

Are you ready for retirement?

Find Out Now

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and C-Phase Financial are not affiliated. This communication is strictly intended for individuals residing in the states of CO, FL, MN, ND, SD, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, C-Phase Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

C-Phase Financial