The Cameron Company, LLC is a financial planning and estate law firm specializing in comprehensive wealth management and legacy transfer strategies. With a foundation built on trusted client relationships, the firm stands out for its personalized approach to aligning investment and estate plans with individual goals and risk tolerance.
The firm emphasizes clear communication-based strategies to help clients accumulate, protect, and transfer wealth efficiently across generations. It serves individuals and families seeking to navigate complex financial decisions, offering guidance on investment allocation, insurance, retirement, and estate planning with an emphasis on education and long-term satisfaction.
Services Offered
- Financial Planning
- Estate Planning
- Investment Planning
- Asset Allocation
- Liquidity and Risk Management
- Wealth Building Strategies
- Legacy and Generational Asset Transfer
- Annuity Services
- Long-Term Care Insurance
- Group Health Insurance
- Life Insurance
- Individual Health Insurance
- 401(k) Planning and Information
- Retirement Plan Distribution Guidance
- Medicare Enrollment Navigation
- Social Security Benefits Planning
- Renters Insurance Guidance
- Home Insurance Consultation
The firm provides services to residents of AR, CO, KY, MA, FL, IN, MI, OH, and TN, with educational resources including articles, calculators, newsletters, and videos to support client decision-making. All securities and advisory services are offered through affiliated independent entities in compliance with FINRA/SIPC regulations.
