About Us

Cameron Financial offers holistic RETIREMENT INCOME PLANNING that puts the clients’ retirement needs first and foremost. We are income planners, wealth managers, and investment advisory specialists who embrace a client-centered strategy, which focuses on your needs and not products. We are an independent firm built on honesty and integrity.

Philosophy:

We are dedicated to the needs of those who have a strong desire to create a successful retirement plan. Our advisors understand that knowledge is what you learn, but wisdom comes from experience and the ability to apply your knowledge to everyday life. Given this, we take an educational approach to help clients to learn about effective financial strategies so they can plan for their retirement with deeper insights and greater understanding. The more knowledge you have, the better the chance to make wise decisions.

With his son Shane coming on board in 2012 Cameron Financial is now happily a “family run business.” The firm’s focuses on holistic financial planning that is bespoke to the individual. Holistic is generally defined as follows: characterized by the belief that the parts of something are interconnected and can be explained only by reference to the whole. Only by seeing the big picture can you know which details to focus on. “Great customer service is crucial to the firm’s unique planning process. You’ll always deal with myself or Shane, not a junior associate unfamiliar with your case.”

Joining the Cameron Financial team in 2012 he has enjoyed continued success employing his philosophy of “visionary planning for those wanting to understand and prepare for their retirement path.”

He decided to be completely client centric at school where he studied finance and marketing at Eastern Illinois University. After graduating school he worked for Indiana Pacers in the finance and operations department before deciding to come on board with his father Don at Cameron Financial. He and Don have worked very hard to perfect their educational approach to retirement planning. Their unique planning concepts offer clients something different other than the “cookie cutter” investment plan.