Ever noticed how complex personal finance has become? 

The clutter of account statements, advice and conflicting opinions can be overwhelming.  We find that many successful people own financial products, but few feel confident they are making progress towards their goals.  At Camino Real Financial Strategies, we help replace financial clutter with clarity.  We take you through a process to crystallize your objectives, build a plan, and identify the tools to help you succeed.  Let us help you find clarity.

 

Mission

Our mission is to help find financial success for you and your family today, and for the rest of your lives.  We call that "builiding a financial fortress."

 

Risk Management is a foundation of your fortress, essential to help your family weather the storms of life.

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Asset Protection

 

Wealth Accumulation, in our opinion, is simply saving and investing for the future.  Unfortunately in today's world it's anything but simple.  Our wealth accumulation strategy gives you the framework to help maximize savings and returns while minimizing taxes and risk.

  • Fee based Planning and Investment Advisory Services**
  • Tax Advantaged Accumulation Vehicles**
  • Mutual Funds*
  • 401(k) Rollovers
  • College Funding

 

Retirement and Wealth Distribution is a phase of life most of us look forward to.  However, once there, new challenges may arise.  If you are retired, we can help maximize your income and strive to assure it lasts as long as you do.  We also help plan so that assets can provide opportunities for future generations or charitable causes.

  • Retirement Income Planning
  • Fixed Immediate Annuities
  • Estate and Legacy Planning
  • Charitable Giving Plans

 

Business Owners and Physicians often have complex financial needs but little time to spend on them. Focus your time on your business or practice, while we help you make sure your financial future is on track. We offer experience and solutions in the following areas:

  • Employee Benefits
  • Retirement Plans (SEPs, Simple, and 401(k)
  • Buy/Sell Funding
  • Key Man Protection
  • Executive Benefits

 

 

World Class, right here at home

We spend many hours face to face with clients to understand their priorities and objectives.  As a local independent firm, we are proud of our abiitiy to tailor unique solutions.  However, implementing solutions means calling on strong, trusted financial service providers. We also maintain close relationships with local professionals to help make sure your comprehensive plan is fully executed.  World class relationships help us provide world class solutions.

 

 

 

 

 Peter Inman is an agent licensed to sell insurance through New York LIfe Insurance Company and may be licensed with various other independent unaffiliated companies in the state of Texas.

* Peter Inman is a Registered Representative of and collectively offer securites products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency in TX.  Camino Real Financial Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.

** Neither Camino Real Financial Strategies or Peter Inman, nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisers regarding your particular situtation.

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