Where are you today?
Understanding your cash flow today is critical to achieving your financial success tomorrow. We'll review your current tax and financial positions then build strategies to help you reach your financial goals. Clients with a minimum of $500,000 in investable assets benefit most from our guidance.
Where do you want to be?
What's your vision for a fulfilling, balanced lifestyle? Do you know how much money you will need to retire comfortably, and stay comfortably retired?
How do you get there?
Are you maximizing your retirement contributions to minimize your taxes?
Will a Roth IRA conversion push you into a higher tax bracket? Do your retirement and non-retirement asset allocations match your risk tolerance and maximize tax efficiency?
Start Now!
Are you ready to set your retirement goals?
How do you quickly estimate the amount of money needed in retirement?
How much money should you save monthly?
Second Opinion Consultation
When the markets turn as volatile and confusing as they are, even the most patient investors might come to question the wisdom of their investment plan – if any -- they have been following.
At Campbell Wealth Advisors we’ve seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We’d like to help, if we can, and to that end, here’s our offer to those who have a minimum of $250,000.00 of investable assets.
A cup of coffee and a second opinion
By appointment, you are invited to schedule a meeting with us. We will ask you to briefly outline your financial goals and the purpose of your investment portfolio. Then we will review your portfolio with you at no cost.
If we think your investments continue to serve your long-term goals -- despite all the market turmoil – we’ll gladly tell you so and send you on your way with the satisfaction that a second opinion can offer.
If, on the other hand, we think some of your investments no longer fit with your goals, we’ll explain why, in plain English. And if you like, we’ll discuss your options.
You’re invited to call us at your earliest convenience to schedule your no-strings attached appointment. Bear in mind that we are also tax professionals and offer a limited number of financial checkup appointments each week. Thank you for your consideration.
✨Wealth Management
Financial planning is an ongoing process that begins with a review of your tax situation to identify tax-saving opportunities. Regular meetings allow you to ask questions and review your progress toward achieving your goals and dreams.
Our tax-smart wealth plan focuses on cash flow management, education planning, retirement income planning, investment planning, financial risk management, tax planning, and estate planning as needed.
We've found that tax-smart strategies -- coupled with prudent investment selection -- consistently deliver the best outcomes for our clients.
✨Tax Management
“It’s About What You Keep.”
As part of our commitment to ensure you pay the lowest amount of tax possible, we recommend that you contact our office before contemplating life changing events such as a change in employment, exercising stock options, or receiving a distribution from a 401k, IRA or pension plan. Tax-smart strategies help minimize your tax liability and maximize your income.
Additionally, tax deferred investing allows your investments to grow without paying taxes immediately, generally for a non-qualified account you may only be taxed on your earnings upon withdrawal.
Non-qualified money is after-tax money, qualified money is pre-tax money.
✨Retirement Income Planning
Do you know how much money you will need to retire comfortably and stay that way?
Our retirement income strategy begins with matching your annual ongoing expenses with your recurring income. We'll help you maximize your social security benefits and prepare a financial plan that allows you to live comfortably throughout retirement.
With tax-smart investment strategies we help you protect your recurring expenses with a guaranteed income stream to bring your money to life.
✨Women In Transition
Life can change in a blink. A sudden illness, death or divorce can leave you wondering what to do next. Campbell Wealth Advisors is committed to helping women in such transitions.
For 30 years, we've guided women through these life-changing events. We understand the importance of sound advice and will help you navigate through the process. We'll discover your needs, challenges and goals and then craft a wealth management plan just for you.