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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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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

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Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Money Draining Food Myths

These food myths will really put a drain on your wallet.

Insuring Your Business With a Buy/Sell Agreement

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Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator can help you estimate how much you may need to save for retirement.

Historical Inflation

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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An Inside Look at Retirement Living

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There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Principles that can help create a portfolio designed to pursue investment goals.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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$1 million in a diversified portfolio could help finance part of your retirement.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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