We help you Build, Protect, and Preserve Your Wealth
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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
Newsletters
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Should You Buy or Lease Your Next Vehicle?
Skyrocketing new vehicle costs and high interest rates could make leasing a cost-saving option. This article looks at the advantages and disadvantages of owning vs. leasing.
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Where Will You Live as You Grow Older?
Many people would rather not think about the consequences of aging in general, much less that they might eventually need to rethink their living situation.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.