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Navigating Your Financial Path

Camino is Spanish for “path” or “road.” From retirement planning and 401k rollovers to offering objective advice and portfolio management, we can help guide you on your financial path. Our diverse investment products and services stand out from conventional firms. Together, we will address your varied financial goals and dreams and advise you along the way.

We take the time to know our clients, unlike a robo-advisor or remote account executive. We look beyond a client’s assets to ensure their strategies meet with their unique goals. Through our work together, we seek to coordinate your strategies and simplify your financial needs so you can focus on what matters most to you. If you have over $200,000 to invest contact us today.

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The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Social Security: Maximizing Benefits

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This calculator helps estimate your federal estate tax liability.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator can help you estimate how much you should be saving for college.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

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5 Smart Investing Principles

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A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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How does your ideal retirement differ from reality, and what can we do to better align the two?

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Pundits say a lot of things about the markets. Let's see if you can keep up.

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A special needs trust helps care for a special needs child when you’re gone.

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