
strategy.
Asset Allocation - Provide the appropriate mix of stock, bond and money market mutual funds that match your age, goals and risk tolerance.
design.
Liquidity & Risk - Design plans that help provide the proper liquidity and risk to meet your investment goals over short, intermediate and long-term time periods.
accumulate.
Build Wealth - Maintain investment strategies to help deliver wealth and income over a lifetime.
protect.
Legacy Transfer - Delivering generational assets efficiently and effectively.
satisfaction.
The Cameron Company - The business has been built on trusted relationships allowing communication and plans of action to improve everyone's understanding of the investment opportunities and objectives.
* Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
Newsletters
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HOT TOPIC: Revisiting the 4% Rule
For years, the “4% rule” helped retirees make their savings last, but now a more aggressive withdrawal strategy might be the new norm.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.