We are dedicated to the needs of clients who have a strong desire to plan for a successful retirement. We utilize an educational approach to allow our clients to learn about strategies they did not know existed. By providing you with more knowledge you then can make wiser decisions.
We start our estate planning process from a “big picture perspective." Once we get an outline, we then do a deep dive into the more granular questions that need answering. We identify how to preserve, managed, or distributed the client’s assets after death. This process usually begins with the creation
Insurance planning is a crucial component of a sound financial plan. At Cameron financial, we incorporate insurance planning into the overall financial planning process. We’ll help you understand the difference between business, individual, or family coverage so that you have the proper insurance, designed for each specific need. Cameron Financial
Having worked with small business owners for over 35 years, Cameron Financial can set up any number of unique deferred compensation plans for business owners and their employees. This business planning includes crucial strategies like succession planning, exit planning, and buy/sell agreements. We also help owners research possible business investments
Cameron Financial does in-depth research for potential and current clients, allowing us to provide valuable insight and suggestions on different investment strategies or specific securities that we think would improve your portfolio yield, create income, or hedge your investments against risks. Our detailed research and analysis allow us to formulate appropriate
Cameron Financial defines Wealth Management as the complete consultative process to understand and meet the needs of high net worth clients. This process includes: Developing a strategic plan Coordinating the right experts Utilizing the right products to protect and grow your wealth Our team works in synergy to create the
Retirement income planning entails converting a part of an individual’s accumulated assets into a reliable and systematic income stream during retirement. This complicated process requires an “income-planning specialist” that has access to specialized “financial tools” that help position you for a long and comfortable retirement. Cameron Financial excels at creating
You've earned the right to slow down and enjoy life. Don't let Uncle Sam take 20% to 50% of that dream away from you when you can legally defer, avoid, or eliminate capital gains taxes and retire wealthier...
11650 N. Lantern Rd.
Fishers, IN. 46038
Phone: (317) 576-8532