“We help clients reach their dreams – their unique passions and goals – like a wilderness guide or a team-leader...
We know most Americans, especially the higher net worth, are not prepared, they’re not “future-ready”:
Gary Bedford has practiced in Boulder County since 1982 and as an independent advisor since 1993. Cambridge Investment Research, Inc. is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Founded in 19811, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more.
Partner…Discover…Prepare…Execute…Succeed…We build long-term client-advisor partnerships – mutual trust is the core value to this working relationship. We challenge clients to pursue their dreams and to build secure futures for their family and community.
For 40 years, we have guided clients through this amazing but rapidly “globalizing” world. Powerful waves - human, technological, economic, ecological - constantly wash over our planet. Your life and dreams swim in these waves.
“What’s my unique passion…my life-goal…and what’s my legacy…for family or community…How can I make it happen?”
“Things do not happen – things are made to happen.”
- John F. Kennedy
Prepare!…teamwork! We know that over 70% of American families are without a wealth or estate plan…their family and advisors are not on-board… We assist you to get your house in order…and get your team on-goal…!
“Alone we can do so little, TOGETHER we can do so much.”
-Helen Keller
Live boldly and make it happen…knowing you have a support team…that your family and legacy are ready for what’s next…!
“Live authentically, and savor each precious moment, because when you arrive at your destination, another journey begins.”
- Joe Keane
John F. Kennedy
