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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.