Achieve Your Financial Goals with Confidence
Financial goals can be complex, and having a trusted advisor by your side makes all the difference. We're here to guide you in making informed, strategic decisions tailored to your unique needs.
Our investment representative will work with you to assess your risk tolerance, timelines, and objectives, helping you build a personalized plan for the future. With a comprehensive approach and wealth management solutions that complement the products and services of the credit union, we’re here to help you strengthen your savings and reach your full financial potential.
Whether you're just starting out, planning for a major life milestone, or preparing for retirement, we’re here to support your financial well-being at every stage of life.
Call us at 260.435.5198 or email us to schedule your no-obligation appointment.
Meet Your Advisor
Matthew Carrier
Director of Investment Services
260.435.5198
matt.carrier@cambridgesecure.com
Pre-retirement Planning
- Individual Retirement Accounts Options
- Traditional IRAs
- Roth IRAs
- Spousal IRAs
- Rollover IRAs
- (Simplified Employee Pensions)SEPs
- (Savings Incentive Match Plan for Employees)SIMPLEs
- (Tax Sheltered Annuities) and 403(b) PlansTSAs
- Non-qualified Deferred Compensation Plans
- Non-qualified Accumulation
Retirement Income Planning
- Retirement distribution planning
- Legacy planning
Educational Funding Planning
- Section 529 Plans
- Roth IRAs
- Coverdell Education Savings Accounts
Wealth Management Services
Investment Products
- Stocks
- Bonds
- Mutual Funds
Some policies are brokered. Read carefully before you invest or send money.
Insurance Products
- Life Insurance
- Variable Universal Life
- Term Life
- Whole Life
- Universal Life
- Joint and Survivor Life
- Long-Term Care Insurance
- Disability Income
Some policies are brokered. Read carefully before you invest or send money.
Annuity Products
- Fixed Annuities
- Variable Annuities
- Equity Index Annuities
Some policies are brokered. Read carefully before you invest or send money.
Check the background of investment professionals on FINRA's BrokerCheck.
Investment Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: FL, IN, OH, MI, MS, NC, VA, TN. Fixed Insurance products are offered through Fort Financial Wealth Management.
Cambridge, Fort Financial Wealth Management and Fort Financial Credit Union are not affiliated. Non-deposit Investment products are not NCUA insured, not credit union guaranteed, may lose value. NCUA information that appears below relates to credit union services and should not be construed as applying to investment services.
Other Disclosures
