Who We Are
Our team has decades of experience in the financial services industry and we are passionate about helping you pursue your personal and investment goals.
What We Do
Retirement and financial planning is made easier with us. Using diverse products and services, we advise our clients and manage their portfolios.
Why We Do It
We value long-term relationships with our clients and enjoy making their financial lives easier.
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.Contact Us
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
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
Here’s a guide to explain all the parts of Medicare.
Life insurance proceeds are generally tax-free. But not in all cases.
A few strategies that may help you prepare for the cost of higher education.
When you’re married and have children, insurance needs will be different.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Building wealth requires protection from the forces of wealth destruction.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Estate conservation is too important to put off. Do you have a smart exit strategy?
What are your options for investing in emerging markets?