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Welcome to
EL Camino
Wealth Management
One Step At A Time.
Our focus is
helping you achieve financial freedom.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
That’s where our firm comes in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
How We Can Serve You.
Investments
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Stocks
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Bonds
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ETFs
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Mutual Funds
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College 529 Plans
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Structured Notes
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Brokerage Accounts
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Advisory Accounts
Retirement
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401k
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Traditional IRA
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ROTH IRA
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SEP IRA
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SIMPLE IRA
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457 / 403b
Insurance
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Term Like Insurance
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Whole Life Insurance
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Long Term Disability Insurance
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Long Term Care Insurance
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Variable/Universal Life Insurance
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Fixed Annuities
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Variable Annuities
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Immediate AnnuitiesAccounts
Planning
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Comprehensive Financial Planning
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Retirement Income Planning
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College Education Planning
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Estate Planning
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Charitable Giving
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Budgeting
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