Cambridge Legacy Group | Financial Advisor in Bremen ,GA

623 Laurel Street
Bremen, GA 30110

The Smart Money Experience


About

We believe the highest compliment we can pay our clients, is to listen. After years of listening, we have discovered three things that our clients want:

* The first is a high trust relationship with a financial advisor so they can delegate their financial affairs and be free to enjoy a higher quality of life.

* The second is for their financial advisor to hear what is important to them, to quantify their goals in terms of time and money, assess their current financial reality, and then write a comprehensive action plan that gives them the highest probability to achieve their goals.

* Finally, our clients want to know they can count on us for dependable service. They want to know that they are valued, and that their trust will be honored. They want a regular review process that lets them know how they are progressing toward their goals. They want direction if adjustments need to be made along the way.

Advisory Services offered through Cambridge Legacy Advisors, Inc. an SEC Registered Investment Advisory firm. Securities offered through Cambridge Legacy Securities, LLC, Member FINRA/SIPC and MSRB registered. OSJ:15660 Dallas Parkway Suite 700, Dallas, TX 75248 972-267-8181

30+ Years of Experience



General Information
Firm Start Year:   1970
No.of Employees:   2-4
Insurance License#:   GA-122135; /AL-0015568
Name of Broker/Dealer:   Cambridge Legacy Securities, LLC
States Licensed in:   Georgia, Alabama, Kentucky, Louisiana, North Carolina, Ohio,South Carolina, Tennessee, Virginia
Number of Years with Current Firm:   1
Work Experience:   Entered the Financial Services Industry in 1970 upon completing college. Have worked with individuals and businesses serving their insurance and financial services needs continually.
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Mutual Funds , Exchange Traded Funds (ETFs) , Alternative Investments , Managed Accounts , Stocks , Annuities , Bonds , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At your office , Via phone , At your home , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Long Term Care , Variable Annuity , Life , Annuity , Variable Life
Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   100000
Compensation Methods:   Commissions , Hourly , Based on Assets



FAQs

  • Do you have a customer satisfaction or refund policy? The first meeting with me will establish whether we have a mutual interest in working together.
  • What are your qualifications? What is your education background? I have a B.S. in Business Administration, Chartered Financial Consultant designation and 30+ year career experience.
  • What is your approach to financial planning? My financial planning practice is based on the "Values Based Financial Planning" process developed by Bill Bachrach, the author of the book by the same name.
  • What services do you offer? Full financial plan offered on a fee basis. Implementation of the financial plan and ongoing monitoring of the plan progress.
  • Will you be the only person working with me? Yes.
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DISCLAIMER

Advisory Services offered through Cambridge Legacy Advisors, Inc. an SEC Registered Investment Advisory firm. Securities offered through Cambridge Legacy Securities, LLC, Member FINRA/SIPC and MSRB registered. OSJ:15660 Dallas Parkway Suite 700, Dallas, TX 75248 972-267-8181

John A. White

John A. White

ChFC®, CLUŽ

Communities Served

Florida

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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