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
Newsletters
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What’s Required of the Executor of an Estate?
Being named as the executor of an estate is generally an honor but settling an estate can be a difficult and time-consuming job. This article provides an overview of typical executor responsibilities.
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Individual Bonds vs. Bond Funds: What’s the Difference?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
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Watch for These Hazards on the Road to Retirement
The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Calculators
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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.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.