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Read more about the article Don’t Give 10% To Your Church In Your Will

Don’t Give 10% To Your Church In Your Will

  • Post author:Beau Ruff
  • Post published:October 14, 2024
  • Post category:Charities/Estate Planning/Gifting

Many people desire to tithe both during life and after death. Accordingly, giving 10% of their estate to their church (or other charity) is often a goal for a couple…

Continue ReadingDon’t Give 10% To Your Church In Your Will
Read more about the article Use Retirement Accounts to Give to Charity in Your Estate Plan

Use Retirement Accounts to Give to Charity in Your Estate Plan

  • Post author:Beau Ruff
  • Post published:April 15, 2024
  • Post category:Charities/Estate Planning/Gifting/Taxation

Whether you know it or not, your “estate” is comprised of different assets with different attributes. Some of your assets will be governed by your will, while others will be…

Continue ReadingUse Retirement Accounts to Give to Charity in Your Estate Plan

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Cameron Burch, AIF®

Wealth Advisor, Trader

Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service. 

Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.  

Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.

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  • cameron@cswsteam.com