Our Process
We use a four-step process to get to know you and for you to get to know us. Once we are working together, we review no less than annually.
Our Services
Melinda Olbert started Cameron Financial Strategies to serve clients and our philosophy has never changed.
CULTIVATED FOR YOU
How We Help
At Cameron Financial Strategies we understand that financial planning is not about numbers on a page, it is about developing a long-term relationship between client and advisor. Every client needs a dedicated professional to provide objective advice to help them make informed decisions about their finances.
No two clients are the same and our advisors know this better than most. Our deep financial knowledge and years of experience informs our every decision, with only one goal in mind: your ideal future.
Who We Help
Discover an array of services for all your financial needs.
- The Accumulator
In this phase of life, you are usually in your early peak earning years and are beginning to lay the groundwork for a successful retirement. We help accumulators understand all the different pieces to their finances including: budgeting, debt management, insurance, investments, education planning, and basic estate documents.
- The Pre-Retiree
The pre-retiree phase begins at age 50. Earning the most you ever will in your life, retirement saving is at its peak. We help you set goals for your retirement and identify how we will fund them.
- The Retiree
For the retiree it’s simple, how do we replace your monthly paycheck. Working with you, we have developed a financial plan together and put it in place. Important decisions we will discuss include how to draw income from your investment portfolio and appropriate strategies for social security and Medicare.
- Business Owners
From insurance to retirement plans, business owners have a unique set of challenges. We can help navigated the complicated world of owning a business.
A House Divided
What's My Potential Estate Tax?
