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.
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.
Joining the Cameron Financial team in 2012 he has enjoyed continued success employing his philosophy of “visionary planning for those...Read More
Don has been proudly serving his clients in North Central Indiana for the past 35 years. Don graduated with a...Read More