At Cameron Wealth Group, we believe in a holistic approach to your retirement planning.

This starts with a comprehensive, personalized Retirement Readiness Report 

You've sacrificed to accumulate your retirement nest egg. Let a Compass Report with a holistic approach show you how to potentially optimize it with tax-free income for the best potential retirement possible.

Asset Location is More Important Than Asset Allocation

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Taxable

While usually highly liquid, taxable vehicles (bank accounts, CDs, mutual funds/ETFs, bonds, etc) are taxable with every realized gain.

While providing good liquidity for short-term savings goals or emergencies, consistent and frequent taxes can severely detriment your long-term accumulation efforts to the tune of hundreds of thousands of dollars.

Tax-deferred/Tax-procrastination

Typical retirement accounts (such as 401(k)s and IRAs) procrastinate taxes until the future. Contrary to popular belief, most retirees do not find themselves in a lower tax liability situation upon retirement. These types of accounts generally maximize your taxes over your lifetime. Some financial experts have started referring to them as "tax-maximization" accounts. Many Americans come to realize their silent retirement partner (the IRS) isn't so silent once retirement begins.

Tax-free

Taking advantage of vehicles in the tax-free location can potentially increase your net-spendable retirement income significantly, protect you against inevitable tax increases, and increase the longevity of your retirement assets by many years.

Strategically relocating portions of your taxable and tax-deferred assets to the tax-free location is a critical piece to optimizing your retirement. A Compass Report can help you create multiple streams of tax-free income.

Clear. Concise. Compelling.

Your personalized Retirement Readiness Report will be straightforward, easy to understand, and compelling with clear action steps. We don't do fluff. Let the math of tax-free retirement planning be your guide.

Increasing your retirement income has everything to do with cutting out friction (fees) as much as possible. Taxes are the largest fee in retirement planning.

A Compass Report can show you pathways to potentially decreasing your market, longevity, inflation, and tax risks while increasing your opportunities for a more fulfilling retirement.

The strategies within your Compass Report will show you how to relocate inefficient taxable and tax-deferred assets to tax-free assets with the capability of producing greater income for longer periods and maximizing your legacy.

No gimmicks. No fluff. Just math.

With the right Retirement Readiness Report and strategic implementation, we have found that many people can achieve the 0% tax-bracket in retirement. 

Whether you are in retirement or still working toward it, a personalized Retirement Readiness Report can potentially:

Opinions don't matter. Math matters.

Cameron Wealth Group focuses on tax-free retirement strategies. We're passionate about it. We excel at it. Let us create a free Retirement Readiness Report for you and prove it.

Schedule your complimentary strategy session today.

Tax-efficient Income

Opportunity & Risk

Plan, Create, & Execute

Optimization

Optimize Retirement.
Create Tax-free Income.

Increase longevity of your retirement nest egg by years to decades

Let’s optimize your retirement.

Reduce your taxes in retirement by hundreds of thousands

Increase your total income in retirement by hundreds of thousands

Where do the majority of your retirement assets live?

Is the 0% Tax-bracket in Retirement Possible?

This does not happen on accident.

It happens on purpose.

It happens by planning for it.

It happens because you take action.

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Clear.

Concise. 

Compelling.

No gimmicks. 

No fluff. 

Just math.

Scott Schuett's professional career began over twenty-five years ago as he practiced law in the United States Navy as a Judge Advocate General.  He owned a property management firm, managing over one-hundred-eighty-five rental units.  After selling that business, Scott entered the Assisted Living business in 2003.  Between 2003 and 2009, Scott acquired six assisted living facilities in Hampton Roads, becoming the largest independent operator in Virginia.  At the height of his business, he cared for over three hundred residents and employed close to one hundred staff.  

Scott Schuett 

Everything changed in 2012.  Up until that time, Scott had one State Inspector with the Department of Social Services for all of his facilities.  While at times there were deficiencies in his properties, Scott prided himself on correcting any issues and working hand-in-hand with the State Inspector to improve his facilities.  In 2012, the State Inspector Scott had from 2003-2012 was removed from his facilities and all new inspectors were assigned to his properties.  Everything that Scott was told during those previous nine years was now wrong, ultimately resulting in Scott losing his license to be an Assisted Living Facility Administrator, as well as his licenses for the facilities.  No matter what he did to try to correct the issues the new State Inspector's found, it wasn't good enough.  What was a thriving business was now left on the brink of bankruptcy.  Worst of all, residents were displaced from their homes. In 2015, Scott closed the one facility the Department of Social Services left him.  He was left personally bankrupt and emotionally devastated.

Knowing that he still wanted to help people, Scott found the Safe-Money business.  He knows what it's like to be left financially ruined by outside forces.  Scott vowed to help every person he could from the financial devastation that can occur from outside forces such as market loss, premature death of a partner or unexpected long-term care expenses.  For the past fourteen years, Scott has helped hundreds of clients protect their retirement savings.  He has protected his client's retirement savings from market loss as well as helped them lock in yearly gains on their savings.  He works tirelessly to help educate his clients so that they have confidence in their retirement.

Scott is a top advisor in his field and trains advisors across the country on Safe Money Strategies.  His clientele continues to grow every year as a result of his common sense approach to "Safety First" and age old concepts that have stood the test of time.  He has a real passion for people and the thing we spend our entire lives working so hard to accumulate, save and protect.  When you join forces with Scott, you are not just a client but rather part of the family.  Scott honors all calls for a no-fee discussion of estate and retirement planning.  Isn't it time you had a true financial partner in retirement?  Call Scott today to start the conversation.

Past performance is no guarantee of future results. The data contained in this page is not intended to be legal or tax advice and cannot be relied upon as such. All projected results from any source contain inherent assumptions that may or may not be likely. Insurance products and services are offered and sold through individually licensed and appointed agents. Past performance is not indicative or a guarantee of future results. All strategies contain some degree of risk, and no strategy is perfect despite the best of intentions. The claims or assertions made on this page are POTENTIAL results. Your individual plan or strategy can be materially different.

IRS Circular 230 Notice: Any U.S. federal tax advice contained in this document is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter that is contained in this document.

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