That's why, at Cammisa Financial Services, LLC, we make it our priority to get to know you as a person. Not only do we want to provide you with a complete course of action, but we also enjoy working for people we like.
After we complete the initial process of setting up your investments, we'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances.
Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say, "Hi."
Partner with an expert
No matter your level of wealth, working with us can help you pursue your goals. Together, you'll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:
- Accumulation: how to target asset growth
- Retirement planning: how to target distribution of your assets in a tax-advantaged way
- Estate planning: how to preserve your assets
- Risk management: how to protect your assets
- Business planning: how to grow and manage your business
- Taxation: how to minimize your tax burden
By exploring each module in detail, we'll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we'll assemble an implementation plan for your financial future.
Support your financial goals
Working together with us will simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.