We help you Build, Protect, and Preserve Your Wealth

 

 

Mike Sloan, CRPC 

Wealth Strategist & Business Advisor
Investment Advisor Representative

 

 

Thank you for visiting my website

Are you approaching or already in Retirement?

The 2024 Allianz Life Annual Retirement Study reports that people approaching or in retirement are more afraid of running out of money than they are of death.

Just as a successful project requires a coordinated effort from a team of professionals to turn an idea into reality, transforming your retirement dreams into reality takes a team effort as well. Creating a retirement income plan built to withstand the volatility of the stock market, changing tax regulations, and our increased longevity, demands the collaboration of retirement income specialists, tax strategists, insurance and investment experts. Together, they work tirelessly to help you achieve your financial goals.

At Camas, we serve the needs of both individuals and business owners and we have assembled a top-notch team of specialists spanning all financial realms to support you at every step of your journey – whether it is designing your retirement income plan, implementing strategies to reduce your taxes, managing your investments, or navigating a smooth exit from your business, and securing a legacy for your heirs.

Our mission? To help you build, protect and preserve your wealth in the most tax-advantaged manner possible.

Ready to see if we're the right fit for you? Schedule your complimentary strategy call with me at TalkwithMike.info. I can't wait to chat with you.

Warm regards,

Mike Sloan