Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern.

The CJ Campbell & Associates team will put together retirement income strategies using an easy-to-follow process. Through this process, you will be able to see any potential areas of improvement that may exist within your current strategy. The process incorporates testing a variety of scenarios based on client’s information and goals to achieve the optimal outcome. We do not believe in plugging numbers into the same model, for no two clients are alike.

To help keep you on track toward your financial goals, we will maintain the role of “macro manager” of your financial well-being. We will meet with you on a regular basis to review and modify the strategy when necessary to reflect any changes in your financial status and recommend implementation of changes when necessary. Trust is essential in any successful relationship.  We are independent advisors and are actively involved in every facet of our business.  We work with our clients every step of the way to help them make informed decisions.

At CJ Campbell & Associates, we can offer you the following products and services:

(Click the images below to learn more about each service)

We can also refer you to professionals who provide the following services:

Medicare Consulting | Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning


Once we understand your financial situation and objectives, we can help you decide which types of products and services fit within your financial strategy.