About Us

Peter Inman speaking to client


Mission Statement

Camino Real Financial Strategies provides financial services for successful families and closely held businesses. Our mission is to help clients provide financial security for their families today and for the rest of their lives--what we call building a Financial Fortress.

Principles and Practices

1.   Serve those who serve others—we believe our work is significant and can have immeasurable impact when we help strengthen those who give back to their community.  We make it a priority to serve others by sharing our resources, time and talents.

2.  Practice uncommon integrity—we strive to strictly honor our professional and fiduciary responsibilities.  Our clients deserve it.

3.  Education matters—we believe full disclosure and clarity lead clients to confident decisions.  We also believe it is our responsibility as professionals to constantly seek new knowledge and to sharpen our skills.

4.  Provide comprehensive financial services—we align with best-in-class financial service providers, seek industry leading expertise, and work with experienced local professionals to make sure the job gets done.

5.  Be the professional—we believe we serve clients best by following a proven process and service model.   

Peter A. Inman in office with two clients
Disclosure

Peter Inman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MN, TN, and TX. No insurance business may be conducted outside the states referenced.

Peter Inman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 6200 Bridge Point Pkwy Ste 300, Austin, TX, 78730, 512-329-4207. In this regard, this communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state referenced.

CAMINO REAL FINANCIAL STRATEGIES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither CAMINO REAL FINANCIAL STRATEGIES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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