9012 North Kelley Avenue
Helping you manage and make decisions around all aspects of your financial life.
You’ve made investments your entire life, we can help you make the most of them.
We can help set you and your employees on the best path to a successful retirement.
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.
Melinda Olbert started Cameron Financial Strategies to serve clients and our philosophy has never changed.
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.
Discover an array of services for all your financial needs.
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 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.
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.
From insurance to retirement plans, business owners have a unique set of challenges. We can help navigated the complicated world of owning a business.
Curated articles, videos, and more for a more financially savvy you.
Estate Management Checklist
Understanding the Alternate Valuation Date
Spotting Credit Trouble