MISSION STATEMENT: TO PRESERVE AND GROW CLIENTS’ SERIOUS RETIREMENT SAVINGS WITHOUT POTENTIAL OF LOSS. I WILL EARN YOUR BUSINESS BY PROVIDING SUPERIOR FINANCIAL LEADERSHIP. TO ENHANCE ONE’S COMFORT VIA LEGITAMATE, LOGICAL, LEGAL/ALLOWED TAX SAVINGS AND QUALITY TAX ADVANTAGEOUS METHODS OF PLANNING. SINCE 1999
JAMES PETER CAMERON - SENIOR INDEPENDENT WEALTH CONSULTANT
LET’S MEET MONDAY – THURSDAY 8AM TO 8PM MY NEWPORT BEACH OFFICE OR YOUR HOME
Email: JPC@TheWealthAgency.com Office: (949) 2 9 4 - 2 9 4 7
 WHAT: A MODERN PRIVATE SAVINGS PLAN AND BETTER PROCESS FOR RISK AVERSE PRUDENT CLIENTELE.
WHY: WE NEVER TOUCH YOUR $ AS IT GOES DIRECTLY TO THE TOP SOLVENT INSURANCE PROVIDERS.
HOW: 3X COMPOUND “INTEREST” = “I” ON PRINCIPAL, “I” ON “I” AND “I” ON $ = TAILORED RESULTS IN CONSERVATIVE PRESERVATION.
FREE Analysis of Your Low Yield CD’s and Old 401K’s to transfer/enhance. Let‘s meet for a personal review as you’ll appreciate my “Turn Key Approach.”
CREDENTIALS: Certificate of Personal Financial Planning for completion of C.F.P. Graduate Work.
The Finance Department of San Diego State University School of Business, May 1998.
(Bachelors of Science in Financial Services) San Diego State University - “Life Loyal Sigma Chi Alumni.”
A Financial Advisor with PaineWebber-UBS in Newport Beach from 1999-2004; American Express prior. An “Expert Witness” for professional ethics. A Series 7 General Securities License and Series 63/65 CA Uniform State designation were attained, yet licenses are not applicable to my enhanced practice that helps you aim and stay wealthy.
FREE Analysis of Your Low Yield CD’s and Old 401K’s to transfer. Let‘s meet for a personal review as you’ll appreciate my “Turn Key Approach.”
A SPECIALIST ON TAX FREE INCOME FOR LIFE VIA A GOVERNMENT APPROVED IRS-72T FIXED “UIL” POLICY
RECOMMENDATIONS TO ESTATE ATTORNEYS, CPA’S ACCOUNTANTS, PROVIDER OF IRA TO ROTH CONVERSION ANALYSIS, LONG TERM CARE REFERRALS, LIFE SETTLEMENT PARTNERS, INVESTMENT MANAGER & NUMISMATIC DEALER
Pay Off Mortgage Software:
www.MoneyMergeAccount.com/JPC
CORPORATE SERVICES:
1. WE CAN RECOMMEND A SUCCESSION PLAN FOR YOUR BUSINESS DESIGNED BY AN OBJECTIVE, SPECIALIZED GROUP.
2. IF YOUR BENEFIT PLAN NEEDS A TOP NOTCH, TWENTY YEAR LEADING SPONSOR/ADMINISTRATOR/FIDUCIARY: www.401Ksafe.com
JAMES PETER CAMERON - SENIOR INDEPENDENT WEALTH CONSULTANT
LET’S MEET MONDAY – THURSDAY 8AM TO 8PM MY NEWPORT BEACH OFFICE OR YOUR HOME
Email: JPC@TheWealthAgency.com Office: (949) 2 9 4 - 2 9 4 7 |
