Businesses

Retirement Plans

Operating and growing a business requires great skill and knowledge. Hiring talented employees, especially in this tight labor market, is a challenge for all business owners. Selecting a retirement plan that benefits you and the employees is critical. We and our partners are well-equipped to help your design and implement a retirement plan comparable to Fortune 500 plans at an affordable cost.

Business Insurance

Successful business owners look to minimize or lay off risk of unplanned financial losses. We will help you assess or design your strategy for dealing with various potential risks. We have nearly 60 years of experience with personal life insurance, business continuation insurance, Key Man insurance, buy/sell insurance, Group Insurance, and Health Insurance.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Strategem Wealth Management are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of MA, CT, NY, NJ, PA, VA, FL, MD, TN, CA, and OR. 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, Strategem Wealth Management 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, information, and programs made available through this site.

Strategem Wealth Management