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CAMBRIDGE BENEFITS SOLUTIONS | 19 SURF DRIVE, BRISTOL, RHODE ISLAND 02809 | O: 401-254-4220 | C: 401-486-7806
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. Cambridge Benefits Solutions and VCM are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative or by contacting Virtue Capital Management.
Cambridge Benefits Solutions has the expertise to guide
you to a successful financial future one step at a time.
Cambridge Benefits Solutions was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.
Our Commitment to Our Clients
As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.
As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.
Setting the Standard for Success
At Cambridge Benefits Solutions, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
CAMBRIDGE BENEFITS SOLUTIONS | 19 SURF DRIVE, BRISTOL, RHODE ISLAND 02809 | O: 401-254-4220 | C: 401-486-7806
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
Our unique approach to your growth begins with getting to know you and understanding your needs.
With great power comes great responsibility, and at Cambridge Benefits Solutions, we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at Cambridge Benefits Solutions we recognize that this is what provides our clients with the piece of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At Cambridge Benefit Solutions, it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
CAMBRIDGE BENEFITS SOLUTIONS | 19 SURF DRIVE, BRISTOL, RHODE ISLAND 02809 | O: 401-254-4220 | C: 401-486-7806
©COPYRIGHT 2017. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
Meet the founder of our company, Bill Grossman.
Bill Grossman was brought up in Barrington, Rhode Island and raised his own family for the past 30 years in Bristol, Rhode Island. Bill now has two grown children who still live in the area and recently celebrated his 35th wedding anniversary to his lovely wife Pam.
In 1990 Bill entered the financial services industry with a large well known insurance company. Five years later he started Cambridge Benefits Solutions and served his clients with life, disability, health insurance and retirement planning needs. In 2010 Bill decided to specialize and work with clients over 50 in the areas of Long Term Care Planning, Medicare, Social Security and safe money solutions for their retirement savings.
Bill believes that honesty, integrity and the truth are more important than anything else. As Bill says at all of his seminars; I know I am not right for everyone, but what I do is probably right for about 70% of the people we meet who want their money protected.
Specializing in retirement planning for over 26 years, Bill’s main goal each and every day is to help families reach their retirement financial goals. As a diligent educator of the retirement process, he believes in taking the extra time and care needed to educate his clients helping them understand the process and the solutions presented. Bill enjoys helping them navigate their biggest retirement hurdles with ease always going above and beyond – to find the best strategy for each client, every time
CAMBRIDGE BENEFITS SOLUTIONS | 19 SURF DRIVE, BRISTOL, RHODE ISLAND 02809 | O: 401-254-4220 | C: 401-486-7806
©COPYRIGHT 2018. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED
Cambridge Benefits Solutions can assist you in
every aspect of your financial life.
Cambridge Benefits Solutions was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life’s most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement. To schedule your free financial assessment and consultation, contact us today.
Insurance Products
Insurance products have adapted greatly to offer a wider range of uses within a retirement plan. With your goals in mind, insurance or annuities may be just one piece to your retirement puzzle.
Education Planning
The rising cost of education shouldn’t be a threat to your financial future. Looking at your entire financial picture, including the cost of your children’s education, allows us the ability to adequate plan and fund for the future of your children—including college.
Financial Planning
An effective financial plan is just that—a plan. It forces you to make a goal, it includes different needs that you will have along the way, and it accounts for each and every liquid asset and investment that you have. Making your money work the best for your or helping you to fill in the gaps that you may have is our responsibility.
Retirement Goals
Everyone has goals for retirement. Maybe your goal is strictly to enjoy your retirement on a boat without fear of running out of money. Maybe your have retirement goals: you want to live retirement to its fullest, while leaving a legacy to your family or favorite charity. Retirement is esteemed as a time in life for relaxation, traveling, enjoying family, and taking on new hobbies. As a retiree, you never want to find yourself spending this time in fear that you will outlive your money.
401k Planning
What are the benefits of rolling over my 401(k) or my 403(b)? These are some of the most common investment options, but rolling them over will widen your range of investment options for diversification of your portfolio. Most employee-sponsored plans do not offer this range in investment options.
For our complete list of services, give us a call.
CAMBRIDGE BENEFITS SOLUTIONS | 19 SURF DRIVE, BRISTOL, RHODE ISLAND 02809 | O: 401-254-4220 | C: 401-486-7806
©COPYRIGHT 2017. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.
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The post Introduction to Dynamic Spending Rules for Retirement, by Bill Grossman appeared first on Public Sector Retirement News.
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CAMBRIDGE BENEFITS SOLUTIONS | 19 SURF DRIVE, BRISTOL, RHODE ISLAND 02809 | O: 401-254-4220 | C: 401-486-7806
©COPYRIGHT 2021. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED