Personalized investment management, retirement planning, and financial strategy from a licensed advisor serving clients in Illinois, Tennessee, and Wisconsin.
Most financial advisors and tax professionals work in separate silos. Your advisor recommends investments without knowing your tax situation. Your tax preparer files your return without input on your portfolio. Important opportunities get missed.
At Mashburn, your financial planning and your tax situation are managed by the same team. That coordination matters when it comes to decisions like Roth conversions, capital gains timing, retirement withdrawals, and business exit planning.
We serve clients in Illinois, Tennessee, and Wisconsin through our affiliation with Cambridge Investment Research.
Diversified portfolio management aligned with your goals, time horizon, and risk tolerance. Regular reviews and rebalancing.
Strategy for building and distributing retirement assets. IRA, 401(k), SEP-IRA, SIMPLE IRA, and defined benefit plan guidance.
Work alongside your estate planning attorney to ensure your financial plan and estate documents are aligned.
Review of life, disability, and long-term care insurance to identify gaps and ensure your family is protected.
Comprehensive financial plan covering savings, debt, insurance, investments, and retirement in one coordinated strategy.
Strategy for business owners planning a sale, transition, or succession. Coordination between your legal, tax, and financial teams.
Financial decisions and tax decisions should not happen in separate conversations. When your advisor knows your tax situation and your tax team knows your portfolio, you benefit from coordinated strategy instead of competing advice.
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 Mashburn Tax Advisors are not affiliated. Cambridge does not offer tax advice.
This communication is strictly intended for individuals residing in the states of IL, TN & WI. No offers may be made or accepted from any resident outside the specific states referenced.
Yes. We are registered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. We are also a Registered Representative with Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Our services are available to residents of Illinois, Tennessee, and Wisconsin.
Most financial advisors are not tax professionals and most tax professionals are not investment advisors. When you work with a firm that does both, your investment decisions and tax decisions are coordinated. This means strategies like tax-loss harvesting, Roth conversion planning, and retirement account optimization are handled together rather than in silos.
We focus on building diversified, cost-efficient portfolios aligned with your time horizon, risk tolerance, and financial goals. We do not chase short-term performance or chase trends. We focus on building wealth steadily over time with a disciplined, evidence-based approach.
Yes. We work with clients at all stages, from those just starting to invest to those in or approaching retirement. We do not have minimum investment requirements that exclude people who are still building.
We are licensed to serve clients in Illinois, Tennessee, and Wisconsin. If you are outside those states, we may be able to refer you to a qualified advisor in your area.
Schedule a free consultation with our licensed wealth management team. Available to residents of Illinois, Tennessee, and Wisconsin.
