Description of Cambridge Tax and Financial Consultants Inc
We help people define what they want out of their lives, and how their financial situation can be adjusted so that they lead what, to them, represents a happier, more prosperous and more fulfilling life. Our services strive to help you identify your personal goals and your personal definition of fulfillment, and then to help you map out a journey that will get you, year-by-year, closer to those goals. We help you handle all the vexing, complicated procedural issues around money. Getting everything organized in one place so you know exactly what you have and how it's working to move you toward your goals. We help you by acting as a buffer between your emotions and your investment behavior. We have seen how greed, hype, fear, despair and pride slip right past the governors of the rational mind and result in investment decisions that range from bizarre to self-destructive. The great thing about having a financial advisor is that you don't have that direct emotional connection with your portfolio. A financial advisor looks at the situation objectively. They remind you of the investment policy statement you came up with together and why those policies needn't change because of some extraneous factor(s). We serve as an information bodyguard (or information filter) on financial matters for clients and the public at large. When you go to Yahoo and ask the service to find everything that relates to "financial planning," you get more than 1.5 million hits. You also have Money, Kiplinger's, Smart Money, Mutual Funds, Worth, Fortune, Forbes, Bloomberg's, Barron's, The WSJ, CNBC, CNN…it's hard to know what, of all this stuff screaming past your eyeballs, is significant and relates to you and your personal life. There is no shortage of raw intelligence that you are bombarded with everyday. We fill the role of providing real intelligence, meaningful intelligence, perspective, wisdom, experience and expertise. Remember there is a lot of information that is free ... but wisdom, that is sold separately.