Contact Information

Cambridge Financial Partners, LLC. is a financial planning organization dedicated to offering an array of coordinated investment planning and personal insurance options to our clients looking to build, protect and distribute their personal wealth. We are a regional agency focused on assisting Public Service Employees (PERS, STRS, OCERS, LACERA, CSRS, FERS) making retirement decisions given their multiple options.

[Registered representatives of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor, Insurance Representative of American United Life Company ® AUL and other insurance companies. Cambridge Financial Partners, LLC, is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or a Registered Investment Advisor.]

Offering Advice Since

1986

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care

Licenses, Certifications, Education, and Affiliations

Designations: LUTCF
Insurance Licenses: Life and Health  
Security Licenses:  7, 63, 65 
Other Licenses, Certifications, Designations: Chartered Federal Employee Benefit Specialist through Snow-Cap
Investment Advisor Registration:  IAR  
Education:  4-year and Graduate School 
Associations & Affiliations: GAMA, NAIFA

Charges to Clients for Services

Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Commissions and/or loads for investment products purchased  

My Association with the Office or Firm

Owner/Partner

My Broker / Dealer Affiliation

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