About
Our firm has been educating clients & financial professionals on how to structure a guranteed not projected retirement. We have been around for 20 years assiting clients with building up savings & retirment with a stop loss feature so they would not have to pay the price for the market volatility and keep postponing the date of retirement. We make our client understand the value of sequence of return or losses. Did you know that when you lose 50% you need to make 100% return in 12 month just to come back to the break-even point.
Contact us
Hours
Closed
| Monday | 9:00 AM – 5:00 PM |
| Tuesday | 9:00 AM – 5:00 PM |
| Wednesday | 9:00 AM – 5:00 PM |
| Thursday | 9:00 AM – 5:00 PM |
| Friday | 9:00 AM – 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Wheelchair accessible restroom · Amenities
Restroom · Posts
- CaMu Financial & Insurance Services Inc.1 day ago
Rolling over your 401(k) or IRA isn’t just a transfer—it’s an opportunity. With the right strategy, qualified accounts may receive an upfront bonu... more - CaMu Financial & Insurance Services Inc.2 days agoYour retirement savings should be working smarter—not just sitting in uncertainty. If you & your account funds qualify, you may be eligible for a ... more
- CaMu Financial & Insurance Services Inc.7 days agoOne of the most common estate planning mistakes is not keeping documents up to date. As life changes, your plan should reflect those updates to en... more
- CaMu Financial & Insurance Services Inc.10 days agoLife doesn’t stay the same—and your estate plan shouldn’t either. CaMu Living Trust helps you create a flexible plan that can be updated as your c... more
- CaMu Financial & Insurance Services Inc.15 days agoYou might be ready to start estate planning if: • You’ve recently purchased property • Your family has grown • You want more control over your a... more
- CaMu Financial & Insurance Services Inc.17 days agoAt CaMu Living Trust, we believe education is the foundation of good decision-making. Our one-on-one Will & Trust Educational Workshop provides cl... more
- More posts
Reviews
5 out of 5
(23 reviews)
5
5
4
3
2
1
C Byrne
3 months ago
CaMu financial is amazing. I can’t recommend them enough. Mary is full of invaluable knowledge. I left her office with a much firmer grasp on how to plan my financial future.
Leslie Morgan
7 months ago
Dr. Mikhail and Mary Mikhail are so knowledgeable in what they do providing me with the confidence that I am getting the best results from my investments. They are also very helpful with the referrals we have given them and treated all of us responsible help. My husband and I thank them both so very much.
About
Our firm has been educating clients & financial professionals on how to structure a guranteed not projected retirement. We have been around for 20 years assiting clients with building up savings & retirment with a stop loss feature so they would not have to pay the price for the market volatility and keep postponing the date of retirement. We make our client understand the value of sequence of return or losses. Did you know that when you lose 50% you need to make 100% return in 12 month just to come back to the break-even point.
Hours
Closed
| Monday | 9:00 AM – 5:00 PM |
| Tuesday | 9:00 AM – 5:00 PM |
| Wednesday | 9:00 AM – 5:00 PM |
| Thursday | 9:00 AM – 5:00 PM |
| Friday | 9:00 AM – 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Contact us
Insights
Accessibility
Wheelchair accessible entrance · Wheelchair accessible parking lot · Wheelchair accessible restroom · Amenities
Restroom · Posts
- CaMu Financial & Insurance Services Inc.1 day agoRolling over your 401(k) or IRA isn’t just a transfer—it’s an opportunity. With the right strategy, qualified accounts may receive an upfront bonu... more
- CaMu Financial & Insurance Services Inc.2 days agoYour retirement savings should be working smarter—not just sitting in uncertainty. If you & your account funds qualify, you may be eligible for a ... more
- CaMu Financial & Insurance Services Inc.7 days agoOne of the most common estate planning mistakes is not keeping documents up to date. As life changes, your plan should reflect those updates to en... more
- CaMu Financial & Insurance Services Inc.10 days agoLife doesn’t stay the same—and your estate plan shouldn’t either. CaMu Living Trust helps you create a flexible plan that can be updated as your c... more
- CaMu Financial & Insurance Services Inc.15 days agoYou might be ready to start estate planning if: • You’ve recently purchased property • Your family has grown • You want more control over your a... more
- CaMu Financial & Insurance Services Inc.17 days agoAt CaMu Living Trust, we believe education is the foundation of good decision-making. Our one-on-one Will & Trust Educational Workshop provides cl... more
- More posts
Reviews
5 out of 5
(23 reviews)
5
5
4
3
2
1
C Byrne
3 months ago
CaMu financial is amazing. I can’t recommend them enough. Mary is full of invaluable knowledge. I left her office with a much firmer grasp on how to plan my financial future.
Leslie Morgan
7 months ago
Dr. Mikhail and Mary Mikhail are so knowledgeable in what they do providing me with the confidence that I am getting the best results from my investments. They are also very helpful with the referrals we have given them and treated all of us responsible help. My husband and I thank them both so very much.
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