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?

         The first step to building a more stress-free, happy retirement is making a plan.  Like the "A Team" used to do!

5 Step Process

01
​What Do You Want?
​Before beginning any journey, it’s best to know where you’re going and what to expect along the way. The first step of our process is all about defining what you want in the future.
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02
Know Your Numbers
​When you are close to retirement it is really important to know you numbers.  This is your expected retirement income and expenses as well as all your assets and debts.  Without this information it is impossible to create a meaningful plan.  Now is the time to get serious about getting your ducks in  row.
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03
​Create and Commit
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Step 3 is where we crunch your numbers and reveal what your current plan looks like to see if you are on track to reaching your goals.  If we find areas your can improve upon we will discuss the pros and cons of any new path.  Once you love the new path we will commit to the plan and move to step 4.

04
Implement Your Plan

05​
​Monitor Your Plan
Once you have committed to your new plan we will walk you step by step through the implementation process.
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There’s only one guarantee in life: nothing stays the same! That's why we update your plan each year to make sure you are still on track. 

Want to see what's possible without cost or obligation?  Schedule a 30 minute call with Aaron today!

What are you waiting for?
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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.