Broker Check

Risk Management and Retirement Planning

Risk Management

Life Insurance

  • Fixed
  • Indexed
  • Variable

Disability Income Protection
Long Term Care

Retirement Income Planning

RightCapital Inc.

  • Comprehensive Financial Analysis

Managed Money

  • Morningstar Investment Services, Inc.
  • SEI Private Trust Company
  • WealthPort


  • Fixed
  • Indexed
  • Variable

Mutual Funds

  • Retirement (IRA, Roth, 401(k), SEP, Simple IRA)
  • Non-Qualified
  • 529 College Funding

Executive Benefits

  • Section 162 Executive Bonus
  • Deferred Compensation Planning

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 Adviser. Cambridge and Turner and Associates are not affiliated.