Individuals

We love working with people. In our relationships, we hope to work with others who share our appreciation of honesty and hard work. Most of our experience comes from working with business owners, physicians, attorneys, and others who spend most of their time serving other people.

During our first meeting, we will:

Get to know you by asking questions about your finances

Determine where we can and cannot help

Define your risk tolerance

Ensure that you have key documents like a will and life and disability insurance

Talk about setting your investment goal

In our follow-up meetings, we will:

Provide encouragement through the ups and downs

Maintain quick response times for all of your questions

Provide continued financial education for you and your loved ones

Talk through succession and inheritance

Make a plan to meet any new twists in the road

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sam Law Financial are not affiliated.

This communication is strictly intended for individuals residing in the states of CA, IA, NM, TN, and TX No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sam Law Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, and programs available through this site.

Sam Law Financial