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 $500,000 to invest contact us today.
Contact UsHelpful Content
Surprises
Making the most of surprises is a great reason to work with us.
8 Financial Milestone Birthdays
Get ready to celebrate your financial birthdays in this informative infographic.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
SECURE Act 2.0: An Overview
The second iteration of the SECURE Act brings forward several changes to the world of retirement.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Business Cycle
How will you weather the ups and downs of the business cycle?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.