We believe in providing a complete financial picture. By listening to “Beyond the Money Radio,” you can learn how to pursue a more successful retirement through prior planning. Each week, Jackie details the 5 Steps to a Solid Financial Plan.
For our listeners of Beyond the Money Radio, if you have $500k in assets, which includes a 401(k), IRA, pension, real estate, or savings, call Jackie for a complimentary portfolio analysis. The team at Campbell and Company wants to walk you through each step to see if adjustments need to be made and get you on the right path towards reaching your retirement goals. Call 352-683-7365 or complete the form below.
About Jackie Campbell
Jackie Campbell is a Certified Financial Planner™, CPA, and founder of Campbell and Company Wealth Advisors and CPA’s. For over 30 years Jackie has helped adults build successful retirements. Here we talk about current market trends and headlines that affect your finances. We also offer solutions and opportunities to help you retire successfully.