Financial Relief Resource Center

Guiding You Through the Highs and Lows of Your Financial Journey

The Campbell & Company team is committed to providing you with helpful resources and professional insight, no matter what your circumstances are. We know that your financial situation can change rapidly, and we are equipped to help you through the highs and lows you may experience along your financial journey.

As we go through this time of health and financial crisis, we are here to support you. We want to help you understand the effect current circumstances could have on your finances and the steps you can take to help protect yourself and your family.

Blog

Blog

We are working hard to provide professional insight on topics affecting current and future retirees like you. You can stay up to date on these current topics through our blogs as we explore new information to present to you.

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Resources

Resources

We believe that relevant and accurate information is an extremely valuable tool in turbulent times such as these. Staying informed can help us navigate uncertainty with less panic. Below, you can find some helpful information on the resources being implemented for individuals in need right now.

SBA PPP Loan Application

Learn more about the Paycheck Protection Program and other resources available for small business owners and employees.

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U.S. Chamber PPP Flowchart

Get answers to your questions on the legislation put in place by the government to bring relief to those financially impacted by the coronavirus.

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U.S. Chamber EIDL Flowchart

Learn more about who is eligible for financial assistance from the Economic Injury Disaster Loan Program (EIDL), including businesses, renters, and homeowners impacted by declared disasters.

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U.S. Treasury Final PPP Guidelines

Learn more about the temporary changes to the Business Loan Program and Paycheck Protection Program made by the Small Business Administration.

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Campbell & Co PPP Checklist

Check off the steps we believe you should take to better protect your financial future in these turbulent times.

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Podcast

Podcast

Beyond the Money

"Beyond the Money" covers current events and topics in the world of retirement. Hosts Jackie Campbell and Monica Haberlin use their many years of combined experience and knowledge to provide listeners with solutions to help them retire successfully.

3/19 — Coronavirus and the Market Response
3/30 — Working Through the Coronavirus Crisis
4/6 — What to Do With Your Stimulus Payment

Listen Here

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Webinars

Webinars

You can now enhance your financial education from the comfort of your own home. Our webinars are designed to cover relevant topics that will hopefully have a valuable impact on you and your finances.

Find Us on YouTube

Watch all of our webinars and subscribe for our latest videos!

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Contact Us

Headshot of Jackie

JACQUELYN R. CAMPBELL

CPA, CFP®, PFS CEO & PRESIDENT
FOUNDING PARTNER

Phone: 352-683-7365
Email: jackie@mycpagroup.com

Headshot of Jim

JIM WILHELM

SENIOR PARTNER, EA, MSA

Phone: 352-683-7365
Email: jim@mycpagroup.com

Headshot of Monica

MONICA HABERLIN

SENIOR PARTNER

Phone: 727-364-2633
Email: monica@mycpagroup.com

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