CAMINO REAL FINANCIAL STRATEGIES
Retirement, Investments, Insurance
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 strategy, 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.
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 strategy 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.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a “surprise” fund
Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks and ideas to help even the most beginner budgeter get started.
Should you combine your finances after getting married?
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 Things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime - it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.