With Quo Vadis you'll receive a customized, fee-based, integrated financial plan - along with the expert assistance to put it into action. First we'll complete a roadmap, detailing what's important to you. We'll clarify your specific financial goals and your current financial standing. Then, we'll address your individual situation, including a personal cash management, risk management and wealth management analysis. And together we'll create a strategy to work towards your goals. 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 Advisor Cambridge and Quo Vadis Financial are not affiliated.