Campbell Financial Advisory, LLC.
  • How we help
    • Taxes
    • Investments
    • Retirement Planning
    • Retirement Income
  • BIO
  • Our Process
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  • RETIREMENT REDZONE
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Our Process

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?
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         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?

​Knowing what you want and when you want it is the first step to actually making measurable progress.  If you don't know what you want how will you ever get it?

02
Know Your Numbers

​Once you know what you want, the next step is to figure out what resources you have to help you get what you want.  I call this knowing your numbers.  This is things like what your expected retirement income and expenses will be as well as all your assets and debts.  Without this information it is impossible to create a meaningful plan.  This is the time to get your ducks in a row!

03
​
Create Your Plan

​Step 3 is where we crunch your numbers to reveal if you are on track to reaching your goals.  This is also where we look for little tweaks to help significantly improve your probability for success.  
This is where you learn all the pros and cons and decide what options you like best. 

04
Implement Your Plan

05​
​Monitor Your Plan

Now is the time to take ACTION and implement your new plan.  You can try to implement your new plan on your own or we can help you from start to finish.​
Let's face it, nothing stays the same.  The key to success is paying attention to your plan and updating it regularly.  We update our plans at least quarterly so we can identify potential problems or new opportunities to do better.

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

What are you waiting for?
Schedule your 30 min call TODAY!
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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. 

  • How we help
    • Taxes
    • Investments
    • Retirement Planning
    • Retirement Income
  • BIO
  • Our Process
  • Contact Info
  • RETIREMENT REDZONE
  • Podcast