People In Retirement

Best Wealth Retirement Planning Company in Alexandria

Help for People in Retirement

If you’re a retiree with concerns about your financial future—there’s hope for you! For more than two decades, Campbell Wealth Management has been helping people in retirement stabilize finances and build wealth, even during retirement. We help bring you to the place of retirement certainty so you can enjoy your golden years.

Many people mistakenly believe that once they’ve retired, their financial fate is sealed, for better or worse. We know nothing could be further from the truth. Our proven strategies have helped thousands of retirees improve their financial standing and outlook. Our goal is to empower them, so they can live comfortably, grow their wealth and leave an inheritance for their children/charity if they so choose.

People We Can Help

We can help you if you find yourself in any of the following situations:

  • Your portfolio is not aligned with your income needs
  • You don’t know how much you can safely spend each year
  • You’re spending your retirement savings faster than expected
  • An unexpected event or crisis has derailed your financial plan
  • You simply want more financial freedom than you’re currently experiencing
How We Can Help

Our experienced financial team can evaluate your current financial situation, including assets, investments, income and expenses, to identify areas where your money may be draining or simply underperforming. We can also help craft a customized life plan that will help you reach your financial goals—from effective investments to estate planning and end-of-life care.

Despite what you may feel right now, you don’t have to live at the mercy of your current financial situation or fixed income. Even after your retirement has begun, we can help put you back in control of your financial future and your children’s inheritance. For a free consultation to look at your options, contact Campbell Wealth Management at (703) 535-5300.

25

Years in Business

350+

Clients

$500MM

Assets

22

Named by Barron's as the 22nd Top Wealth Advisor in Virginia