Campbell Financial Advisors’ Advantage
Our Financial Planning Process
- Providing you with an Engagement Letter of Understanding and Disclosure
- Needs Based Analysis
- Philosophy of Investing
- Providing you with an Investment Policy Statement
- Regular Client Reviews
Our client centred financial planning process is designed to help you preserve wealth and maximize your estate. It reflects our unwavering commitment to demonstrating;
- Open and Honest Communication
- Client’s Best Interests 1st, Philosophy
- Due Diligence
- Integrity
- Transparency
- Professionalism
- Enthusiasm
- Confidentiality
Via the Investor Login and Guardian Capital Clients Login tabs, we provide you with access to real-time account information anytime from anywhere, worldwide. (Guardian Capital Clients are managed through referral arrangements.)
As a convenience to our clients, I am pleased to meet with you at your home, business or favorite coffee shop.
No life insurance or money management company holds an ownership interest in Campbell Financial Advisors, nor do I hold any interest in or obligation with any life insurance or money management company.