Archive for May, 2016

We were please to be once again invited to join the industry leaders!

News for Immediate Release
Kevin S. Whiteford Joins Industry Leaders at Cambridge Signature Club
Independent Financial Advisor Attends Signature Club 2016 in Amelia Island, FL

{Amelia Island, Florida} – May 04, 2016 – Kevin S. Whiteford an independent financial advisor with Whiteford Wealth Management, Inc. attended Cambridge Signature Club 2016. Signature Club honors a financial advisor’s independent business accomplishments in delivering some of the highest levels of client service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Distinction as a member of Cambridge Signature Club 2016 included a special invitation to Amelia Island, Florida, May 4 – May 7, 2016.

“Achieving Signature Club status is an excellent accomplishment and we were pleased to host Kevin S. Whiteford in Amelia Island for Signature Club 2016,” said President Amy Webber. “It was energizing to meet with qualifying advisors because it gave us the opportunity to share our mutual passion for serving clients and celebrate the goals they met for supporting clients with service excellence.”

The conference focused on renewing a commitment to excellence in serving clients, unwavering dedication to independence, and the ability to deliver objective advice to clients. In addition to celebrating this achievement with industry speakers and information sessions, Signature Club members engaged in various networking lunches and dinners. Cambridge’s senior executives served as hosts for Signature Club.

In Kevin S. Whiteford’s words …
“I want to thank my clients for choosing me as their financial professional. I sincerely appreciate their trust in me and their confidence that I will provide them with unbiased recommendations and impartial guidance based on their needs and goals. I appreciate being named to Cambridge’s Signature Club, especially as a reflection of our shared values and dedication to serving clients, and I enjoy the opportunities to share experiences with my peers who are also independent financial professionals.”

About Whiteford Wealth Management, Inc.
My team and myself provide ideal service while assisting individuals and small businesses to create a financial plan for life’s changes. We can assist individuals with the finances behind college planning, newborn planning, unfortunate loss planning; and we specialize in assisting businesses and individuals approach retirement and maintain that plan throughout their retirement years.
Contact: Kevin@whitefordwealth.com 269-637-4400. 404 Broadway st. South Haven, MI 49090.

Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Whiteford Wealth Management, Inc. are not affiliated.

About Cambridge
Cambridge Investment Group, Inc. is a privately-controlled firm with a national reach across the financial services industry consisting of multiple broker-dealers and RIAs, including: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Continuity Partners Group, LLC – a special purpose broker-dealer and investment advisor; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately owned independent broker-dealers in the country supporting approximately 2,900 independent financial professionals nationwide who serve their clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Advisor or their own. For more information visit www.joincambridge.com