Eaton-Cambridge Inc.

At Eaton-Cambridge, we start our relationship with you by sitting down and asking questions about what's important to you, what your goals and wishes are, and what you want your money to do for you now and in the future.

Consider Us Your Chief Financial Officer

At Eaton Cambridge, our personalized wealth management and tax strategy approach is centered around a deep understanding of your unique financial situation, goals, and aspirations. We sit down with you to discuss what is most important to you and take the time to understand your financial and retirement goals. Then, using this information, we partner with you to design a customized wealth management plan that meets your current needs and helps you achieve a secure financial future for you and your family.

Taxes

One of your largest expenses throughout life will likely be taxes. We don't mind paying our fair share, but we want to make sure we don't pay more than necessary. Tax planning matters, which is why every well-crafted financial plan has a tax mitigation strategy. Expert tax strategies help you keep more of what you earn, enabling you to work toward your financial goals while reducing your overall tax liability. As CPAs and CFPs, we take taxes seriously and know the negative impact they can have on your returns if not managed properly. Our experts will identify potential savings or restructuring opportunities and design a well-crafted tax reduction strategy coordinated with a prudently managed investment portfolio to drastically reduce your tax liability.

Tax reduction strategies

Entity selection consultations

Retirement account plans

Charitable strategies

Tax compliance services

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