Lifecycle Financial Planners
Lifecycle Financial Planners, Inc.( Formerly Cambridge Connection, Inc. )has provided comprehensive, fee-only financial advising to people in every stage of the financial life cycle. Our services include goal setting, tax planning & preparation, reviewing insurance needs & current insurance, asset allocation, education financing, estate planning, portfolio management, investment planning, and wealth management.
With offices in Michigan, plus our ability to meet virtually with clients around the world, Lifecycle Financial Planners has grown to become a leading fee-only firm catering to diverse clientele.
While guiding clients through each stage of financial development, Our goal is to save our clients more money than they are charged for our services. Because Lifecycle act as your agent without any commissions or kickbacks, you can be confident that our advisors provide the best recommendations possible while completely avoiding any conflicts of interest. At Lifecycle , we believe that fee-only compensation and a fiduciary relationship are vital components of our goal to place the interests of the client above all others.
For a more in-depth look at the Lifecycle Philosophy and our services, we encourage you connect with us to explore our service. Please call us toll-free at 800-224-1040. For additional questions, please feel free to contact us
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