Cameron Financial offers holistic RETIREMENT INCOME PLANNING that puts the clients’ retirement needs first and foremost. We are income planners, wealth managers, and investment advisory specialists who embrace a client-centered strategy, which focuses on your needs and not products. We are an independent firm built on honesty and integrity.
Philosophy:
We are dedicated to the needs of those who have a strong desire to create a successful retirement plan. Our advisors understand that knowledge is what you learn, but wisdom comes from experience and the ability to apply your knowledge to everyday life. Given this, we take an educational approach to help clients to learn about effective financial strategies so they can plan for their retirement with deeper insights and greater understanding. The more knowledge you have, the better the chance to make wise decisions.
Retirement Income Planning:
Retirement requires a game plan. And that includes a strategy for portfolio withdrawals throughout your golden years. Having the expertise to employ particular portfolio withdrawal is crucial because that creates your retirement income. You’ve worked hard for this, and we owe it to you to work even harder so you can make your retirement dreams a reality. As we tell all new clients who decide to work with Cameron Financial, once you follow our process, you’ll understand what we mean by financial sleep insurance.
317-550-6638 
scameron@brookstoneadvisor.comJoining the Cameron Financial team in 2012 he has enjoyed continued success employing his philosophy of “visionary planning for those...
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765-437-7794 dcameron@brookstoneadvisor.comDon has been proudly serving his clients in North Central Indiana for the past 35 years. Don graduated with a...
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Joining the Cameron Financial team in 2012 he has enjoyed continued success employing his philosophy of “visionary planning for those wanting to understand and prepare for their retirement path.”
He decided to be completely client centric at school where he studied finance and marketing at Eastern Illinois University. After graduating school he worked for Indiana Pacers in the finance and operations department before deciding to come on board with his father Don at Cameron Financial. He and Don have worked very hard to perfect their educational approach to retirement planning. Their unique planning concepts offer clients something different other than the “cookie cutter” investment plan.
Don has been proudly serving his clients in North Central Indiana for the past 35 years. Don graduated with a Major in Law Enforcement but was introduced to the Financial Planning world shortly after college and found a career he loves. A strong believer in continuing his education he was one of the youngest representatives to achieve the Chartered Life Underwriter and is also an RICP, Retirement Income Certified Professional, both degrees from the American College, Bryn Mawr, PA. Don is married to his lovely wife, Jody, and they have two children, Shane and Mallory.
In 2012 the firm has now become a Family run business with his son Shane joining the firm.
Don uses a client centered “Educational approach” with his firm. Employing strategies that many may not even know exist, Cameron Financial takes great pride in helping their clients grow their net worth.
“This is not your Parents or your Grandparents retirement…you cannot continue to do as they did. You need strategies for today’s world which minimize the taxes in retirement, allowing your money to last much longer”
Entering the Financial Services world at a very young age he was recognized by his primary company, at the time, to be the first to market a new product. With this innovation his business has continued to grow. “Watching our clients grow their net worth is one of the greatest joys we derive from our business” . Don works with Small Business owners to help them reduce taxes and maximize their net worth and protect the business for the next generation. “Only 1 out 5 small businesses survive to the third generation, it is vital to plan and protect the business for the future generations” Don has had working relationships for more than 12 years with multiple Property and Casualty agencies throughout the state.
