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.

Financial Planning

Investment Services

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

• Retirement Planning

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

Tax Preparation

Wealth Management

• Individuals
• All Business Entities
• Not for Profit Corporations

• 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

 

• Annuities - Fixed, Variable

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