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 saved 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?

To answer these types of questions we first start with a plan.

5 Step Process

01
​Clarify your wants and needs
​Before beginning any journey, it’s best to know where you’re going and what to expect along the way. Our first step of the process is unique because it’s all about you and your vision of retirement.
Together, we’ll clarify where you want to go. We’ll help identify your personal strengths and opportunities and consider potential dangers and threats to your financial journey. ​

02
​Assess Your Situation
​A trusted doctor would never give a medical diagnosis without first looking you over.  Well, the same concept applies when talking about your finances.
At “The Assessment” meeting, we will review your personal financial information. We’ll help organize your finances so that potential issues or concerns can be addressed and corrected.
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03
​Commit to Your Plan
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Our process is based on commitment and trust. In order to work together, we must confirm our commitment to the process.
We will never pressure you to buy anything from us, nor will we ever suggest you move forward with our recommendations unless you completely understand them.
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04
Implement Your Plan

05​
​Monitor Your Plan
Reaching any goal requires action.  We will provide safe, easy to follow action steps making implementation simple.
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There’s only one guarantee in life: nothing stays the same! Because change is inevitable, we provide one-on-one consultation with you at no cost, whenever you need it. When you’ve got a question, we’ll be here for you.
That’s what trust and commitment are all about.
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Having a plan helps turn your "invisible dreams" into "actual results"! 

Not ready to get started yet?

Maybe you just need to ask a questions.......................  

    Tell us how we can help.

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.