We help you Build, Protect, and Preserve Your Wealth
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Mike Sloan, CRPC
Wealth Strategist & Business Advisor
Investment Advisor Representative
Thank you for visiting my website
Are you approaching or already in Retirement?
The 2024 Allianz Life Annual Retirement Study reports that people approaching or in retirement are more afraid of running out of money than they are of death.
Just as a successful project requires a coordinated effort from a team of professionals to turn an idea into reality, transforming your retirement dreams into reality takes a team effort as well. Creating a retirement income plan built to withstand the volatility of the stock market, changing tax regulations, and our increased longevity, demands the collaboration of retirement income specialists, tax strategists, insurance and investment experts. Together, they work tirelessly to help you achieve your financial goals.
At Camas, we serve the needs of both individuals and business owners and we have assembled a top-notch team of specialists spanning all financial realms to support you at every step of your journey – whether it is designing your retirement income plan, implementing strategies to reduce your taxes, managing your investments, or navigating a smooth exit from your business, and securing a legacy for your heirs.
Our mission? To help you build, protect and preserve your wealth in the most tax-advantaged manner possible.
Ready to see if we're the right fit for you? Schedule your complimentary strategy call with me at TalkwithMike.info. I can't wait to chat with you.
Warm regards,
Mike Sloan
Newsletters
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.