What to Expect at Your First Appointment
The first meeting with a financial advisor can feel intimidating—until you know what actually happens.
Jackie Campbell walks through what to expect from an initial consultation and why preparation matters more than perfection. This episode also highlights six milestone birthdays that can quietly impact taxes, potential penalties, Social Security, and Medicare costs. It’s a practical conversation about organization, timing, and why knowing these age based rules can change the long term outcome of a retirement plan.
Prepare for Your Discovery Meeting
To help us make the most of our time together, we ask that you gather recent statements and information for any accounts or policies that may apply to your financial situation. This allows our team at Campbell and Company to better understand your current financial picture and provide more meaningful guidance during your initial discovery meeting.
Please bring or upload current statements for any of the following, if applicable:
• Checking Accounts
• Savings Accounts
• Brokerage / Investment Accounts
• Traditional IRAs
• Roth IRAs
• 401(k) / 403(b) Plans
• Pension Plans
• Annuities
• Trust Accounts
• 529 Education Savings Plans
• Life Insurance Policies
We also ask that all new clients complete our Client Questionnaire prior to the meeting, as it helps us understand your goals, priorities, and overall financial objectives.
Having these documents prepared in advance allows us to maximize the value of your discovery meeting and begin building recommendations tailored to your needs.
Get to Know Us
At Campbell & Co. we are committed to integrated planning for life, business, and retirement. Our vision is guiding others to be the hero of their own financial story. We achieve that through our values:
DO THE RIGHT THING
GET IT DONE
POSITIVE ENERGY
COACHABLE
THE 360° RETIREMENT ROADMAP
Retirement is not a single event. It is a series of decisions made over many years.
The 360° Retirement Roadmap is the framework we use to organize planning conversations and coordinate decisions before, during, and after retirement. It is supported by a structured planning framework designed to ensure important topics are addressed intentionally and in proper sequence.
“THOUGH NO ONE CAN GO BACK AND MAKE A BRAND NEW START, YOU CAN
START FROM NOW AND MAKE A BRAND NEW ENDING.”
-CARL BARD
Prior Planning Pays™
Prior Planning Pays is our motto and our guide when it comes to retirement planning. We want to work with you to make sure you are considering all areas of your financial plan to give you more confidence in your future.
There are four steps:
1. Envision:
Having a clear picture of what you want retirement to look like for you.
2. Plan:
Having a plan in place to help you achieve those goals.
3. Strategize:
Work with a professional to design a plan tailored to your unique situation that may uncover potential opportunities.
4. Align:
Make sure your plan fully aligns with your goals and your spouse’s or partner’s goals.
Find An Office Near You
Spring Hill Office
7211 Hiawatha Pkwy.
Spring Hill, FL 34606
Conveniently located off US 19
Email: info@MyCampbellandCo.com
Phone: (352) 683-7365
Fax: 352-683-1241
Odessa/Trinity Office
2400 Merchant Ave.
Odessa, FL 33556
Conveniently located on SR 54 in Trinity and Odessa
Email: info@MyCampbellandCo.com
Phone: (727) 364-2633
Fax: 727-255-5645
Inverness Office
2202 Highway 44 W.
Inverness, FL 34452
Conveniently located between Crystal River and The Villages!
Email: info@MyCampbellandCo.com
Phone: (352) 683-7365
Fax: 352-608-9277
Have Questions? Reach Out to Us!
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