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ABOUT US


What We Are

We give unbiased, no-conflict-of-interest, honest advice. We help our clients build their net worth while keeping their values intact. We offer attentive service and solutions that are tailored to each person's unique needs. We work with people who want to build a long-term relationship with a financial advisor who cares about their future. Our client's success is our success.

What We Are Not

We don't sell financial products on commission. We don't believe in get-rich-quick schemes. We're not insurance agents. We're not stockbrokers. We don't ignore assets we're not managing and we don't offer boilerplate solutions.

 

 

OUR TEAM


Alicia Klein, CFP®, EA Photo

Alicia Klein, CFP®, EA

Tax Preparer, Investment Advisor
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ALICIA KLEIN, CFP®, EA

Tax Preparer, Investment Advisor


Alicia Reiner is a Certified Financial Planner™. She is a graduate from the University of Arizona - Eller College of Management with a BSBA in Marketing. Alicia specializes in tax strategy and savings and integrative investment plans. She is a Registered Investment Advisor and enrolled to practice before the IRS.

In her spare time, she enjoys traveling, yoga, and cooking for friends and family.

Cole McClarren, CFP®, EA Photo

Cole McClarren, CFP®, EA

Tax Preparer, Investment Advisor
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COLE MCCLARREN, CFP®, EA

Tax Preparer, Investment Advisor


Cole is a Registered Investment Advisor and Financial Planner for Cambridge Financial Group, LLC. Cole is a graduate of Susquehanna University, where he earned degrees in Business Administration, with an emphasis in Finance, as well as Economics. He has passed his Series 65, and his Certified Financial Planning examination, CFP®, and is an Enrolled Agent, authorized to represent clients before the Internal Revenue Service. Cole is also an active member of Mensa.

Cole joined Cambridge Financial Group in 2013. He specializes in Stock Option planning, investments, and cash flow management.

Outside of work, Cole enjoys spending time with friends, cooking, watching television, and figuring out ways to optimize his life, and performance. He is currently cooking his way through The Four Hour Chef, and learning how to code Javascript.

Penny Marchand, CFP®, EA Photo

Penny Marchand, CFP®, EA

Senior Advisor/Principal
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PENNY MARCHAND, CFP®, EA

Senior Advisor/Principal


Penny Marchand, CFP, EA is the principal of Cambridge Financial Group, LLC. Penny started her career in financial planning in 1988.  She is a Certified Financial Planner, Registered Investment Advisor and is a graduate of the College for Financial Planning. She is also an Enrolled Agent with the Internal Revenue Service, Department of the Treasury. Penny has obtained the Series 7, 6, 63 and 65 securities licenses, as well as an insurance license. Penny is a member of the National Association of Personal Financial Advisors and is a licensed Cambridge Advisor. She is a founding member of the Alliance of Comprehensive Planners, a group of financial advisors dedicated to providing holistic, comprehensive financial planning. Penny served a three year term on the Board of Directors and also served as the President of the ACP Board.

Penny and her husband, Gaston, enjoy traveling and exploring new places. She enjoys tennis, biking, swimming and is a voracious reader.  

Rebecca Morin Photo

Rebecca Morin

Accounting Manager
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REBECCA MORIN

Accounting Manager

rebecca@cambridgetucson.com

Rebecca is the Client Services Manager at Cambridge Financial  Group, LLC.  Rebecca has spent over 25 years in the business world working in various administrative and managerial roles. Having also been a business owner for 9 years, she is accustomed to offering a high level of service and commitment to her clients.

When she’s not working, Rebecca’s passion is for music, theatre, movies, and the great outdoors. She loves spending time with her friends and family, and of course her Cocker, Lucy, is always at her side.

Bonnie Courtney Photo

Bonnie Courtney

Operations/Client Manager
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BONNIE COURTNEY

Operations/Client Manager

bonnie@cambridgetucson.com

Bonnie began working in the Financial Services industry in 1988 as a Registered Representative with her own practice in Santa Barbara, CA. After taking time off to raise her young children, she re-licensed and began working as a Financial Advisor Assistant. Today her primary responsibilities include provide outstanding client service and support, as well as managing office operations.
She holds Series 7 and Series 66 securities licenses and an IAR, along with Oregon and Arizona Life, Health and Variable Lines licenses.
Bonnie lives in Arizona and enjoys spending time with her three daughters and her husband, Todd. She loves traveling, hiking, and watching her daughters play volleyball. Bonnie also volunteers as an active member of the Tucson chapter of National Charity League Inc. and is currently in her fourth year as the Philanthropy Liaison to Special Olympics of Southern Arizona.

OUR SERVICES


Cambridge Financial Group, LLC.

We are an independent, fee-only firm in Tucson, AZ dedicated to providing objective, responsible financial planning assistance to a broad range of clients. Our compensation comes entirely from client fees. We do not receive commissions or other financial compensation for any products or services that we recommend.

 

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Cash Flow Management

We will help you develop a spending plan that will ensure you're not living above your means. You will then be able to anticipate and meet funding needs in areas such as your children's education, retirement and other long-term goals.  

 

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Education Funding

We can help you explore and analyze the numerous options available for funding education, such as UGMA accounts, Educational IRAs, 529 plans and employee benefit plans.  

 

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Estate Planning

We will review your estate planning needs, existing wills and trusts and recommend steps you can take to maximize the benefits to your heirs while minimizing the tax liability on your legacy.

 

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Employee Benefits

We can provide strategies for exercising stock options, maximizing the tax benefits of flexible spending accounts and achieving an effective balance of retirement accounts and taxable investments.

 

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Retirement Planning

Retirement planning has two phases; accumulation and actual retirement. During the accumulation phase we assist clients in setting goals and implementing strategies to meet them. We help our retired clients enjoy the lifestyle they’ve earned.

 

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Insurance

After reviewing your current policies, we can offer unbiased judgment on whether they meet your needs. If additional policies are warranted, we can suggest options objectively, since we do not sell any products. 

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Investment Advisory Services

Our foremost concern is your success, not product sales. We will use our expertise to develop an effective investment strategy designed to reach your objectives while reflecting your tolerance for risk.

 

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Tax Planning & Preparation

We prepare your personal income taxes and provide you with professional tax-planning advice year-round. By teaching you how to reduce your taxes, tax savings often offset our annual retainer fee.

Open Retainer

An Open Retainer provides holistic/comprehensive financial planning for a fixed fee over the course of one year. Services provided may include, but are not limited to: tax preparation, tax planning, insurance review, inventory of assets, analysis of financial goals, portfolio analysis, development of an asset allocation strategy, no-load mutual fund recommendations, retirement planning and estate plan reviews. More info

EdgeAhead

EdgeAhead is designed for Young Professionals who have important financial questions, but do not have the assets to warrant a full-time financial advisor. More info: WebsiteProgram ContractOne-Time Review

Financial Review

Financial Reviews consist of two-hours of appointment time and concentrate on specific topics of interest to the client. More info

CLIENT CENTER



CONTACT



Address

6700 N Oracle Rd Ste 324
Tucson, AZ 85704


Email

cambridge@cambridgetucson.com


Phone

(520)531-0550


Toll Free Number

(888)705-5692


Fax

(520)531-1315