Lifetime Financial Planning

Whether you are just starting out or in the process of legacy planning, safeguarding your financial future is about more than just saving. It’s about growing and protecting your assets, providing for and protecting those you love, and preparing for life’s inevitable “What If’s”.

What’s your stage?

We believe there are nine core stages of your financial life. Each comes with its own distinct set of risks and considerations. Are you at stage 2 and ready to buy your first house? Or perhaps you are at stage 8 and looking for ways to maximize your retirement income. No matter where you are in your financial life, we can help you protect and grow your financial future.

Nine Stages of Your Financial Life

Our team of dedicated financial consultants is ready to share the ideas, strategies, and concepts that can lead you to a place of financial clarity, control, and confidence. Based on our unique service experience, we can create a customized approach and help you realize your financial goals throughout every stage of life. Contact us today to learn how.

G9 Financial

7 South Main Street | Millbury, MA 01527
40 South Street #1 | Wrentham, MA 02093
409 Elm Street, Suite 1 | Manchester, NH 03101
Phone: 508-865-9599 | Email

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Daniel Girard, Michael Crotty and Elisa Chan offer advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and G9 Financial are not affiliated.
Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Cambridge’s Form CRS (Customer Relationship Summary

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IN, LA, MA, ME, NC, NH, NM, NY, OH, PA, RI, SC, TN, TX, and VA.
No offers may be made or accepted from any resident outside the specific states referenced.

G9 Financial