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Our team is comprised of industry-leading financial professionals, including experts in advanced-case design, who hold multiple degrees and credentials, including MS-Financial Services, CFP, ChFC, CAP (Chartered Advisor Philanthropy). We specialize in state-of-the-art strategies for estate and business owners, using a protection-first approach to first protect our clients from life's uncertainties while taking advantage of all available tax and investment strategies for growth, income, and legacy planning. Our specialties include helping business owners with key person protection, executive bonus plans, split-dollar, deferred compensation, and advanced buy-sell funding techniques.

Cambridge associates are actively involved in the industry and the community. From Brian Ellis, President of NAIFA-Utah Board of Directors, to John Crowley, Certified Special Needs Advisor and member of the Utah Development Disabilities Council, we know that involvement and contribution keep us close to what matters...while offering a full toolkit of financial products and techniques to protect it.

The insights you'll find in our blog will provide some guidance and tips for managing your finances. If you have specific questions about insurance, investment or retirement planning, please reach out to us at info@cambridgefg.com. 

Friday, October 1, 2021

You’ve spent decades growing your family operation. Now you want to ensure that your family, business partners and employees will be taken care of if you’re no longer able to be there. You have a child (or several) helping...

Tuesday, September 7, 2021

Financial problems can happen to anyone and sure can leave you feeling defeated. If you have had difficulties with finances, it does not mean that you are doomed to repeat that history in future business endeavors. With proper planning...

Tuesday, August 24, 2021

Why should I invest in life insurance? In this article, we will provide insight into some of the most commonly asked questions about life insurance: What is life insurance? How can life insurance benefit my financial goals and the...

Friday, July 30, 2021

Succession planning for many business owners is usually on their to-do list. Unfortunately, this task is often overlooked or pushed aside. After all, it is a complicated process to determine what happens to the business in retirement...

Friday, July 16, 2021

Protect Yourself and Your Family with Effective Estate Planning To say that most people these days are beyond busy is an understatement. Our work obligations, familial responsibilities, and day-to-day tasks can be more than enough to...

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Tuesday, June 29, 2021

Shopping for life insurance is seldom very high on most people’s “to do” lists. Still, when it comes to protecting themselves and their families, it is important. So how do you determine how much – and what kind...

Friday, June 11, 2021

Is It Best to Disinherit My Child with Disabilities to Preserve Their Government Benefits? Being the parent of a child with special needs can be one of the most rewarding experiences in life. But it also comes with its own unique set...

Tuesday, May 11, 2021

Please help us share this opportunity with your personal CPA and other CPA's you may know. Cambridge Financial Group is sponsoring two virtual CPE events to show our appreciation to CPA's and help them accumulate the required...

Thursday, May 6, 2021

1. Whole Life Insurance Helps To Protect My Family As an “Amiable” personality type, it’s vitally important to me that my family be taken care of no matter what. Whole life assures that the policy will never lapse...

Tuesday, March 23, 2021

As a single parent, your children depend on you for everything they have – including a feeling of safety and security. So what would happen if you suddenly weren’t here? Would another parent or relative step in to care for...

Monday, January 25, 2021

Cambridge Financial Group is pleased to announce that Brian Ellis, FSS, has been elected as to serve as the 2021 President for the Utah chapter of the National Association of Insurance and Financial Advisors (NAIFA). The NAIFA-Utah...

Tuesday, May 16, 2017

If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won't cure this headache, but here are some ideas for managing your student loan debt. The programs listed are not intended...