Cameron Financial Service
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We are dedicated to the needs of clients who have a strong desire to plan for a successful retirement. We utilize an educational approach to allow our clients to learn about strategies they did not know existed. By providing you with more knowledge you then can make wiser decisions. We start our estate planning process from a "big picture perspective."

Once we get an outline, we then do a deep dive into the more granular questions that need answering. We identify how to preserve, managed, or distributed the client's assets after death. Insurance planning is a crucial component of a sound financial plan. At Cameron financial, we incorporate insurance planning into the overall financial planning process.
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Cameron Financial offers holistic RETIREMENT INCOME PLANNING that puts the clients' retirement needs first and foremost. We are income planners, wealth managers, and investment advisory specialists who embrace a client-centered strategy, which focuses on your needs and not products. We are an independent firm built on honesty and integrity.
You've earned the right to slow down and enjoy life. Don't let Uncle Sam take 20% to 50% of that dream away from you when you can legally defer, avoid, or eliminate capital gains taxes and retire wealthier. Second, we provide you with a Tax Reduction Questionnaire to review with your tax professional to confirm you do or do not have a tax bill.
Retirement income planning entails converting a part of an individual's accumulated assets into a reliable and systematic income stream during retirement. This complicated process requires an "income-planning specialist" that has access to specialized "financial tools" that help position you for a long and comfortable retirement.
Cameron Financial defines Wealth Management as the complete consultative process to understand and meet the needs of high net worth clients. Our team works in synergy to create the right strategy and product mix that maximizes your wealth. Cameron Financial specializes in advising and guiding high net worth families through effective strategies for maximizing their tax advantages, managing wealth so that it grows.
Cameron Financial does in-depth research for potential and current clients, allowing us to provide valuable insight and suggestions on different investment strategies or specific securities that we think would improve your portfolio yield, create income, or hedge your investments against risks. Our detailed research and analysis allow us to formulate appropriate investment strategies for each one of our clients.
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