Cambridge Financial

A full-service Business Consulting and Strategic Planning Organization

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Our Representatives are insurance and securities licensed in our resident state of Utah. We also have licensed Representatives in Arizona, California, Colorado, Idaho and Wyoming.

For additional licensing information please contact Pat Joos at (801) 424-0020.  Not an offer or solicitation in any state where representatives are not licensed.

 

 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

What Does a Fed Chairman Do?

The Federal Reserve plays an important role in our economy, and the chairman is its most visible player. His behavior is a good source of clues about what the future may hold.

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Measuring the Jobs Situation

Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.

A Potential Income Source for the Risk-Averse

Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.

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