Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence.
We do this by specializing in retirement income planning with a straightforward, fixed flat fee. Through an evidence-based investing approach, our strategies are designed to grow and protect your wealth for years to come.
We’re Committed to Transforming a Tarnished Industry Into a Helping Profession.
In Our Eyes…
Product sales people ≠ objective financial planners.
Many financial professionals are in the business of selling products. We don’t see how this lends itself to offering advice in your best interest—at CAM, we never work on commissions.
Financial advisors should save you money, not take it away from you.
Even if not working on commissions, many advisors charge a percentage of your portfolio. This can end up being well above our fixed flat fee rate and is still rife with conflicts.
Your life goals are central to successful retirement planning.
Investment managers tend to merely focus on your portfolio, but we take great care to understand your goals. A plan is only effective when tailored to your unique ambitions.
Your financial life should be as simple as possible, but no simpler.
We don’t follow one-size-fits-all techniques. Our strategies are personalized, yet simplified. We strive to turn financial complexity into solutions that are low-cost, tax-efficient and straightforward.
...if so, our services are designed just for you.
As Part of Our Rigorous Retirement Planning Strategies,
We Help You:
Protect & Build Your Retirement Income
Maximize Your Social Security Benefits
Build Your Own Pension
Manage Your Low-Cost Growth Portfolio
Reduce Your Tax Liability