CaMu Financial
Overview
Before
creating CaMu Financial & Insurance Services, Inc., Dr. Rafeek Mikhail
recognized a need for several key monetary services within the larger
communities around him. For instance, he realized many financial counselors do
not take enough responsibility for the welfare of their clients. Dr. Mikhail
believes that an advisor holds direct responsibility for maintaining each
client’s livelihood, and that compromising a client’s savings or retirement
funds is unacceptable. He founded CaMu Financial to provide individuals with
the same uncompromising, reliable, loyal financial advice that he wants his own
family to receive.
As
founder and Chief Executive Officer of CaMu Financial, Dr. Rafeek Mikhail
continues to provide many specific financial services to a range of customers.
For instance, CaMu Financial assists clients in negotiating estate taxes in a
way that preserves as much of an original inheritance as possible. The firm
also focuses on protecting retirement funds from most income tax expenses. In
launching CaMu Financial, Dr. Rafeek Mikhail also aimed to provide
comprehensive support to each member of a family, regardless of age.
