Broker Check
Fiduciary Focus Independence
 

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
 

Helpful Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Exploring the Federal Student Grant Program

Exploring the Federal Student Grant Program

In this article, explore the benefits of the Federal Student Grant Program.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

What It Takes to Become an Accredited Investor

What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Dog Bites Neighbor. Now What?

Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

View all articles arrow

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

View all videos arrow