We are Barron’s top 10 in Virginia, top 1200 in the United States, manage $1B+ in client assets and consistently achieve 98 – 99% client retention. Campbell Wealth Management’s chairman and CEO Kelly Campbell put it best: “People come to us for retirement confidence, and they stay with us because we deliver it.”
Q: How do you help your clients prepare for retirement?
A: We have been teaching people how to retire for 20 years, helping them make the best decisions. Answering the most important retirement questions is the key:
Do I have enough money to retire?
Is my portfolio set up for a good return and to provide income when I need it, without taking on too much risk?
Am I paying too much in taxes?
Will my spouse be OK if I die or vice versa?
Who can I trust to help me make all the right retirement decisions?
If you can answer these questions, 90% of your fears go away.
Q: How do you help your clients develop total retirement confidence?
A: Client confidence comes from our Right on Retirement (ROR) proprietary process. It consists of four steps: build, plan, protect and reset.
Build: We work with you to build a picture of your ultimate retirement.
Plan: Once you know what you want, we help you put together a plan to achieve it.
Protect: Regarding long-term planning, there is always risk. We work with you to build a protection strategy to limit downside or negative impacts.
Reset: Each year, we go back and review your outcomes, make any changes and then go through the process again.
Campbell Wealth Management’s ROR is designed to get you on track for your ultimate retirement and then to keep you on track to achieving all your retirement goals. This is how our clients get retirement right.
Securities offered only by duly registered individuals through Madison Avenue Aecurities, LLC (MAS), member finra/sipc. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (cwm), a registered investment advisor. Mas and cwm are not affiliated entities. Barron’s America’s top 1,200 Financial Advisor rankings are based on data provided by around 6,000 of the nation’s most productive advisors. The accolade is not representative of any one client’s experience and is not indicative of future performance.