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
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Earnings season can move markets. What is it and why is it important?
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Here are six flags that may make your tax return prime for an IRS audit.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
This video discusses issues related to your retirement accounts when you move on from your job.
Learn about the importance of having an estate strategy in this helpful and informative video.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Doing your research is key before buying a vacation home.