Cambridge Legacy is a community of financial professionals who have pledged themselves to this guiding vision:

Our purpose is to help people make smart choices about their money so they can achieve their goals, fulfill their purpose and live a great life.

Our mission is to be the world’s premier financial services firm specializing in the Smart Money Experience.™*

Our guiding philosophy is to always tell the truth, keep our promises and treat each other with respect.

*The Smart Money Experience™ is the fully integrated implementation of Values-Based Financial Planning. It begins with your Financial Road Map® where you get clarity on what’s important about money to you… clarity on the goals that are important to you… and clarity on your financial reality. The Financial Road Map® experience is then followed by the creation of your comprehensive written financial action plan.

The Smart Money Experience™ involves a Deliverables Team of Subject Matter Experts that include Financial Planners, Money Managers, Financial Safety/Insurance Planners, Tax Planners, Estate Planners and Heritage Planners that come together to implement your written financial action plan.

The result is an integrated planning process that gives you the highest probability of achieving your goals. You meet with your Financial Advisor three times a year to mark your progress toward the achievement of your goals. We believe that achieving your goals is the greatest evidence that you have indeed made smart choices about your money. That… is the Smart Money Experience™.

*Smart Money Experience™ is the registered mark of Cambridge Legacy Group, Inc. Values-Based Financial Planning™ and the Financial Road Map® are the registered marks of Bachrach & Associates, Inc. at www.baivbfp.com. All rights reserved.