Comprehensive Services

Services

Each of the services offered by Campbell and Associates has been carefully developed and included to maximize our ability to confidently guide you, your family, and your small business.

Accounting

Financial Planning

• QuickBooks Set Up
• Monthly Bank Reconciliation
• Monthly Bookkeeping Services
• Payroll Services
• Sales Tax Preparation

• Financial Reports
 

• College Planning
• Investment Review
• Life Insurance Planning
• Long Term Care Insurance
• Divorce

• Retirement Planning

 

Tax Preparation

Wealth Management

• Individuals
• All Business Entities
• Not for Profit Corporations
• Trusts

• Estates

• Reviews
• Tax planning Strategies

We retain your tax documents for four years

• Develop Appropriate Investment Policy Statements
• Fee Based Portfolios
• Annual Allocation Review
• Portfolio Strategies and Management

• Estates

 

 

Insurance Services

Investment Services

• Annuities - Fixed, Variable

• Business Buy-Sell
• Disability Income
• Life Insurance
• Long Term Care
 

• IRAs - Traditional, Roth
• Mutual Funds
• Pension Plans- SEP, Simple, 401K
• Individual Stocks and Bonds
• Variable Annuities
• Alternative Investments-Commodity funds, Partnerships, REITs