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Explore New Topics To Learn More About Retirement

2022 MILESTONES TO RETIREMENT

Feb 2, 22

SET UP YOUR IRS ONLINE ACCOUNT TODAY

Feb 1, 22

At Campbell & Company, we recommend every taxpayer set up an account with the IRS.  With an online account, you... View Article

2021 Year-End Checklist

Nov 23, 21

With the holidays right around the corner and the new year fast approaching, there are a lot of questions you should... View Article

Budgeting for the Holidays

Nov 23, 21

Christmas is nearly upon us! It’s the time of year to fill our lives with holiday cheer, stuff those stockings,... View Article

Milestones to Retirement

Aug 4, 21

Sincerely, Campbell & Company Wealth Advisors & CPAs

Important Changes to the Child Tax Credit

Jun 29, 21

Recently, there were changes made to the child tax credit that will benefit many taxpayers. As part of the American... View Article

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Spring Hill Office

7211 Hiawatha Pkwy.
Spring Hill, FL 34606
Phone: (352) 683-7365

Odessa/Trinity Office

2400 Merchant Ave.
Odessa, FL 33556
Phone: (727) 364-2633

Inverness Office

2202 Highway 44 W.
Inverness, FL 34452
Phone: (352) 683-7365

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Investment advisory services offered through Market Guard® an SEC-Registered Investment Advisor CRD #153241. Campbell and Company and Market Guard® are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Jackie Campbell, CPA and Campbell and Company, Certified Public Accountants and Financial Advisors are able to provide tax services. However, you are not obligated to work with Campbell and Company, Certified Public Accountants and Financial Advisors and Jackie Campbell, CPA for any tax services. You are encouraged to consult your tax advisor or attorney.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Any references to fixed or guaranteed products or guaranteed income are referencing insurance products only and are subject to the claims-paying ability of the underwriting insurance company. Please see the Firm Brochure ADV and Form CRS for conflict-of-interest disclosures. Market Guard’s® primary asset management centers around the use of its model portfolios.

Market Guard’s® model portfolios utilize a tactical asset allocation model with the purpose of assessing individual positions in the portfolio, and depending on model chosen, signal a possible opportune time to sell, buy or hold the underlying exchange traded fund (ETF). It is not a stop loss, nor does it guarantee against any loss in the model or account. It is not responsible for any tax implications that may result due to the trading of the holdings.

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