We believe you face three exciting challenges:
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We believe you and your family live in extraordinary, unprecedented times, indeed, that the future presents both great opportunities and yet very real risks.
Unfortunately, the advising community often avoids honest talk about risks – two 50% market corrections since 2000, systemic debt crises, the crises that plague funding for Social Security, Medicare, & Medicaid – to name just a few.
Whether we here elect to engage in a mutual, long-term relationship, we believe you must gain clarity, insight and maturity about these risks. Simply said, we all must become freely financially independent while still pursuing our dreams and passions, and we must give our children love and respect by providing, as much as possible, the chance to carry on their lives freely and successfully in the midst of prosperity and peril..
Why Bedford & Cambridge…? We should talk about it…
“My professional passion focuses on helping our clients pursue their dreams while navigating challenging and high-risk times. To succeed, I believe the prudent and highly achieving American must build a trusted advisory team.”
Gary has practiced financial services since 1979, in Colorado since 1982. His practice, teamed with Cambridge’s extraordinary service platform, provides concierge services to mature individuals, families, and small businesses.
“Success,” Gary suggests following the old carpenter’s motto, “is about planning your work and then working your plan…measure twice, saw once.”
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.