Completely objective financial advice. It’s a simple
philosophy and one in which we strongly believe. We want our clients to
have the peace of mind that comes with knowing their financial affairs are
in order. As your planning partner, we assist you in designing strategies
and solutions to meet your unique needs. In our meetings with you, we will
help you determine where you stand, where you want to go, and how to best
get there. The right planning can make all the difference.
We are a “fee-only” firm, which means we are paid solely
by client fees and work only for our clients. We are completely independent
and are not affiliated with a brokerage firm, insurance company or other
organization. There are no commissions, sales incentives or referral fees
to influence our recommendations. We have no minimum account value or
minimum net worth requirements, as we believe professional financial advice
should be available to everyone.
As a Registered Investment Advisory firm, we are legally and ethically
held to a fiduciary standard – this means that the financial advice
you’ll receive must be in your best interest. We plan on a life-long
relationship with our clients, as wealth is accumulated and protected
through proper planning.
We invite you to browse our website to get to know us and our services.
Then contact us with additional questions
or to set up an initial consultation. There is no charge for
this first meeting.
||Campbell Financial Partners, LLC
17595 S. Tamiami Trail, Suite 220
Fort Myers, FL 33908