• Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • (703) 782-5058
  • Client Login
cambpell-wealth-site-logo-v2

Campbell Wealth Management

Wealth Management & Investment Firm

  • Wealth Management
    • Risk Management
  • Retirement Planning
    • Financial Planning And Analysis
    • Income Planning
    • Insurance Planning
    • Legacy Planning
    • Retirement Planning
    • Social Security Planning
    • Tax and Retirement Planning
  • Resources
    • Blog/Video
    • FAQs
    • News
    • Newsletter
    • Events
    • Ambassador Program
  • About
    • Our Careers
    • Our Firm
    • Our Process
    • Our Story
    • Our Team
  • (703) 782-5058
  • Client Login
  • Request Consultation

People About To Retire

› Clients Served › People About To Retire

Happy retired couple with dogAre you at or near retirement age, yet facing an uncertain future?

Perhaps you’re physically exhausted from years of working hard and supporting your children. Maybe you’re excited by the prospect of finally getting to travel or relocate to a new place. In any case, retirement marks a profound life shift. You can’t change the past—all the decisions, financial and otherwise, made over the decades. But you can command your future. We’re here to help.

Help For People About To Retire

At Campbell Wealth Management, we work primarily with people who are at this crossroad. A big change is coming. You need insight and guidance to handle this change intelligently.

Common Retirement Challenges

Everyone’s situation is obviously different. However, in our two decades of experience working with the soon-to-be retired, we’ve observed common themes and concerns, such as:

  • Do you have enough money to live the way you want to live?
  • What happens if you get sick or other unexpected things happen?
  • How do you know which investment and savings tools to use—and when and how to get maximum benefits from them?
  • What can you afford to give to your children and grandchildren?

These sources of instability can be stressful! They can lead to unproductive worrying. That’s why Campbell Wealth Management’s process focuses on eliminating uncertainty through intelligent, customized planning.

How We Get You There

Happy retired couple with champagne If you’re not ready to face retirement securely, you are not alone, and we can help you feel better. If you’ve done a lot of the legwork already, by contrast, and you’re feeling optimistic about your finances and future, that’s wonderful. Let’s build on that. Irrespective of where you fall on the spectrum, here’s how we can help:

  • We will thoroughly inventory your current situation. We’ll take a look at your holdings, income and expenses, along with your expected income once you retire
  • We will highlight areas that need improvement. We’ll provide an honest view of your current and expected financial situation, identifying areas of concern
  • We will recommend customized solutions—based on your needs and values. Maybe you need to restructure your finances and investments to focus on growing your wealth. Maybe you need to plan out when and how to take Social Security benefits. We’ll help you create that plan
  • We will collaborate with you and help bring your retirement plan to life. Your customized life plan will address all the important aspects of a successful retirement: income, investments, health strategies and legacy strategies. And we’ll update it with you, every year, as your values and needs evolve

Help For Women About To Retire

Business woman about to retireIf you’re a woman facing retirement alone, you need to plan carefully to ensure your assets and income can carry you comfortably through your golden years. To meet this challenge, we can conduct a full analysis of your holdings and income streams, identify vulnerable areas and recommend investment strategies to build your wealth—even during retirement. From this information, we work with you to develop a customized life plan specifically designed to meet your financial goals.

We Put You Back in Control

One of the scariest things about approaching retirement age is feeling like money (or lack thereof) somehow controls your future. Nonsense. You control your future. At Campbell Wealth Management, we provide you the tools you need to take 100 percent control of your wealth and your destiny. For more information, give us a call today at (703) 782-5058 or request a consultation online.

Primary Sidebar

Have a Question?

Ask a question or request a consultation, and we will respond to you in a timely manner.
  • *
  • This field is for validation purposes and should be left unchanged.

Footer

Campbell Wealth Management

330 John Carlyle Street, Suite 400
Alexandria, Virginia 22314
(703) 782-5058
BrokerCheck Logo

Wealth Management

  • Risk Management

Resources

  • About
  • Ambassador Program
  • Blog/Video
  • Client Login
  • Clients Served
  • Contact Us
  • Health Screening Questionnaire
  • Schedule Consultation
  • Directions And Parking

Retirement Planning

  • Financial
  • Income
  • Insurance
  • Legacy
  • Retirement
  • Social Security
  • Tax and Retirement

The Registered Investment Advisor, Campbell Wealth Management is registered in VA, MD, DC, NH, NY, FL & TX All Contents © 2020 Campbell Wealth Management, Inc. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Campbell Wealth Management, Inc (CWM), a Registered Investment Advisor. MAS and CWM are not affiliated entities.

© 2021 Campbell Wealth Management, Inc. · Powered by 321 Web Marketing · Website Privacy Policy & ADV · Terms of Use