Are your loved ones prepared to handle your affairs? If not, it’s time to take action! This is especially true if you are in the “red zone” of retirement. The time-consuming part is knowing what information is needed and where to store it so that everyone will know where to find it.
This new book by Jackie Campbell will help people just like you with a step-by-step process for organizing and storing all of your important documents. Use “Be Prepared” as a guide to leaving your loved ones in the best position possible!
Thirty years ago, an idea Jackie had to “simplify” her life was the beginning of Campbell & Company. The family grew from her kitchen table to three office locations in the Tampa Bay Area, and the world wide web allowed national service to over 30 team members located in multiple states.
As soon as CPAs could be dually licensed in 1998, our goal was to offer complete financial solutions to help individuals and families. Not only with tax planning, preparation, and compliance, but also with retirement planning, estate planning, & investment management.
Our mission is to have a significant impact. We are focused on helping people improve and enjoy an epic, Hallmark™ life that positively influences future generations. We do this by using 360-degree analysis to provide personalized recommendations and ideas that reduce unpleasant surprises and solve people’s problems.
Some of the clients that started at Jackie’s kitchen table are still a part of our Campbell & Company family today. We’ve had over 100 team members over the years, including mothers, daughters, sons, brothers, sisters, husbands, and wives – truly a family business.
We’d like to thank our family & friends for all the referrals throughout the years.
Love, Jackie, Monica & Jim
Campbell & Company, Wealth Advisors, and Certified Public Accountants is a full-service financial services and CPA firm. Jackie Campbell is held to a fiduciary responsibility to her clients. This is important when seeking counsel for your financial well-being. As financial advisors, we believe the combination of years in service and experienced professionals enables us to offer a full array of accounting and taxation services, as well as investing, wealth management, and personal financial planning for the benefit of individuals and businesses.
“As I often mention to my clients, a successful retirement plan is one that must be not only created and written, but also revisited annually to account for changes we can and cannot control.”
– Jackie Campbell