Tailored Financial Plannning
Last Updated on 6th August 2022 by Jeffrey Camerda
Tailored Financial Planning
Are you happy with your current wealth plan and satisfied that your retirement plan is sufficient for your needs? Are you sure that you are on the financial path that will provide you with all that you need during your retirement, or maybe you would like to consult a professional to get another perspective?
We can review all of your:
- Investments (stocks, bonds, funds, commodities, pensions)
- Income requirements
- Loss of income risk
- Tax matters
- Pension and retirement
- Estate and legacy Planning
..and we can customise a comprehensive plan to make sure that you have, and continue to have everything that you and your loved ones need.
Dr. Jeffery Camerda, PhD, is a financial planner who specializes in wealth management and retirement planning.
With a PhD in Economics and Financial Planning, Jeffery represents the highest level of financial planning expertise and achievement in the USA
In addition to preparing you for a career in financial planning, a PhD in economics and finance also prepares you for academic pursuits, such as becoming a university professor in teaching or doing research.
Here at the Wealth Builder, our financial advisory company was founded in 2007 and services all across the USA with over 16 years of expertise.
In order to provide the finest advice and services, we pay close attention to the specific financial circumstances and requirements of each client.
In order to guarantee that our clients don't get a sales pitch for insurance or investments, as well as a lack of conflict of interest from a prospective commission-bearing corporations, Jeffery focuses on fee-based services. Financial planning for wealth managers, financial well-being workshops, and personal financial planning packages are all part of the company's offering.
Jeffrey Camarda, PhD, CFA, EA is also the founder of the Family Wealth Education Institute, is a member of the Financial Planning Association and serves as the Chairman of Camarda Wealth Advisory Group