|Indicate the degree to which you agree or disagree with the statements below.|
CORE PURPOSE AND VALUES
At Campbell Wealth Management we only have one goal. To make sure that all of our clients are able to retire with 100% certainty. It’s a lofty goal, but one that is undeniably appealing and achievable. So how do you get from retirement uncertainty to Retirement Certainty? It’s not easy, but it can be distilled down into five steps, which we call our Certainty Philosophy.
5 Steps to Retirement Certainty
Retirement Certainty is not a guarantee. It is not a financial plan or even a certain type of investment. Retirement Certainty is nothing but a feeling. A feeling of confidence that comes from knowing you have taken the necessary steps to a confident retirement.
For over 20 years, we have worked with thousands of people approaching or in retirement. Through a myriad of different scenarios, we’ve found that there are concrete steps you can take to build a retirement that you are truly certain about. We’ve also noticed that most people, pre-retirees specifically, haven’t taken those steps. As a result, they end up feeling uneasy, anxious and even scared about their retirement. Those are not good feelings to have when you’re preparing to retire.
What many forget, however, is that you have control of your own destiny. You can put yourself in the best position, and feel 100% certain that you will not only be comfortable, but confident in retirement.
Remember the five steps you must take to achieve Retirement Certainty. Understand them, follow them, live and breathe them and you will live a life filled with excitement, achievement, confidence, comfort and most importantly CERTAINTY!
When dealing with people’s money, there is only one way to do things: The right way.
To see novel possibilities and develop unique solutions, start by asking the right questions.
What gets measured gets done. Assessing accomplishments and progress is the only way to hold everyone accountable and to ensure success.