COMPLETE RETIREMENT AND FINANCIAL
PLANNING FOR PEOPLE OF ALL AGES! WE ARE KNOWN FOR
OUR HIGH QUALITY OF SERVICE!!! PLEASE READ EVERY PAGE AS IT IS
EXTREMELY IMPORTANT! WHAT ARE THE BENEFITS OF ROLLING
OVER THE 401K THAT IS STILL WITH MY FORMER EMPLOYER, TO AN IRA? Dean G. Campbell, President
WHAT IS THE FEE FOR A CONSULTATION?
There is NEVER a charge to meet with us!
We also believe that people should NOT be pressured into making decisions, ESPECIALLY financial ones.
First of all, we can offer the flexibility of MANY more investment options. We keep a sharp eye on clients` accounts and recommend changes or reallocations when we see opportunities that would benefit our clients!
WHAT MAKES YOUR COMPANY DIFFERENT FROM OTHER FINANCIAL PLANNING COMPANIES?
You, alone, are probably the only one monitoring your accounts! We`ll give you the service you deserve and we look forward to working with you! The management of this money is critical to your financial future! Along with regular monthly or quarterly account statements, depending on which account you`re in, we personally write and provide you with Quarterly Economic Newsletters to keep you informed of what is going on in the economy and how it could affect your accounts, either positively or negatively! If something negative is occurring, we will contact you to discuss repositioning your investments immediately! If we think you can do better by making a reallocation, we will also let you know immediately, AT NO CHARGE!
When our clients, or anyone for that matter, call my office between 9AM and 5PM, Monday through Friday, if the phone isn`t answered personally, all messages left will be returned that day...Period! We will never have an automatic phone system where you have to push alot of phone buttons and be on hold forever. We like when we get personalized service and that`s what we give to all of our clients! Set up a free appointment right away! We`ll even help you allocate or reallocate your current 401K or any employer plan at no charge!
Gina R. Roback, Vice-President
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WE ARE KNOWN FOR OUR HIGH QUALITY OF SERVICE!!!
PLEASE READ EVERY PAGE AS IT IS
WHAT ARE THE BENEFITS OF ROLLING
OVER THE 401K THAT IS STILL WITH MY FORMER EMPLOYER, TO AN IRA?
Dean G. Campbell, President
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Financial Corporation, Member FINRA/SIPC----(c) 2011 Campbell Retirement Planning Centers, Inc. All