You may be like many other American's approaching retirement that have questions about money and retirement.

For example, you might be asking yourself questions like:
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  • “When do I know that I have enough savings to retire comfortably?”
 
  • “Will my investments stand the test of time and last the rest of my life?”
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  • “Do I have the right investments to reach my retirement goals without running out of money?
A written RETIREMENT financial plan will help you clarify the path to accomplishing your retirement goals and overcoming the risks that could derail your goals.

5 Step Process

Step 1
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​Know your Numbers
INCOME, EXPENSES, ASSETS, DEBT

Step 2
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Define Goals & Risks
DEFINE THE GOALS YOU WANT TO ACCOMPLISH AND IDENTIFY THE RISKS THAT MIGHT DERAIL YOUR GOALS


Step 3
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Written Plan
CREATE A WRITTEN STEP BY STEP ACTION PLAN TO ACCOMPLISH YOUR GOALS AND REDUCE OR ELIMINATE THE RISKS THAT MAY DERAIL YOUR GOALS

Step 4
​
Follow Plan

Step 5
​​
​Monitor Your Plan
FOLLOW THE STEPS YOU HAVE CREATED IN YOUR WRITTEN PLAN
MONITOR PLAN SUCCESS AND MAKE ADJUSTMENTS BASED ON LIFE CHANGES

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Campbell Financial Advisory, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Campbell Financial Advisory, LLC, a Registered Investment Advisor in the State of Arkansas. Insurance products and services are offered through Campbell Insurance Services, LLC. Arkansas Insurance Producer Number #1667080. Campbell Financial Advisory, LLC and Campbell Insurance Services, LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arkansas or where otherwise legally permitted. Campbell Financial Advisory, LLC/Campbell Insurance Services, LLC and Aaron Campbell are not affiliated with or endorsed by the Social Security Administration or any other government agency.