Cameron Hendricks (CEPA, CFP®)
Cameron Hendricks focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
Our Continuous Service offers ongoing monitoring and implementation of your complete financial situation.
This service is similar to running a marathon—just because you have trained for and completed one doesn’t mean that you’ll be in the best shape of your life forever. A plan is no different.
As your financial situation changes and becomes more complex, it’s harder to account for all of the factors necessary to make good decisions.
Our six cornerstones of our Continuous Service are:
- Financial Plan
- Disciplined Investment Management
- Estate Review
- Cash Flow Summary
- Tax Planning Opportunities
- Tax Return Review
Additional Information
As evident by his book, Where Family and Finance Meet, Cameron focuses planning efforts on the family finance focused indvidiual. Many of these clients share common mindsets with their finances such as family gifting, charitable gifting, and overall leaving a legacy.
NAPFA Start Date
January 05, 2016
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.