Ask Camille....

Because Camille has years of experience assisting clients with their financial matters, whether the question is "should I retire?"  "Do I have enough money?", or "What should I do with this money I just inherited?" 
she is always willing to pitch in to help with your situation, just.....
Ask Camille...

Expertise

Camille earned her Series 6, 7 and 63 securities licenses and her life insurance license in 2000 and has, since, advised hundreds of clients in matters regarding their finances.

Exacting Skills

The landscape sometimes seems littered with "experts" ready to give you a "free dinner" (remember when your mother told you there is no such thing?). They will tell you all of the things you should be afraid of and why you are really missing the boat unless you should place your money with their firm.

​How do you know whether others really have your best interest at heart, or if they are just trying to make a fat fee off of your money?
​
"Is this the right investment for me?"  "What are the costs?"  "What are the risks?"  "Does it really meet my needs?"  "Is this opportunity suitable for me?"

Because, it is your money.   Camille doesn't have
"a dog in the race",  it's all for you.      
                    Just ..... Ask Camille...

​Experience

Because Camille has a background working as a stock broker and a financial adviser, she has assisted a number of clients in making decisions about how to best position assets to maximize their retirement income.  

Camille has worked as a consultant and helped clients who were offered employment termination packages. Camille partners with the displaced or recently retired employee to evaluate the alternatives and make the choice most suitable for the client, his or her family, and their unique needs.  

​Similarly, when clients inherit money, they can feel paralyzed by not knowing "what do I do now?".                          
​                   Camille is here to help, just ask! 

Evaluation

Camille is happy to walk with you through an evaluation of the options in front of you, and realistically assess the pros and the cons of your situation to a conclusion that feels right to you..
                       Just Ask Camille...