insight  |  knowledge  |  direction

Having a well defined plan is key to success in achieving your financial goals.  Whether your goals are Educational/College planning for your children, Financial Planning for lifestyle and major purchases, Retirement Planning, or Estate Planning, J.Campbell Financial can be your key resource in defining and implementing the right Strategic Plan to meet and exceed your financial dreams.  The rising economy and values of personal residences have dramatically changed the average net worth of a family.  Protecting this wealth is essential to allowing you and your family to live comfortably through your retirement and estate transfer.  The right advisor like J.Campbell Financial can help you make the right choices.  Samples of planning available are as follows:

Services

J.Campbell Financial's planning services can range from the complete comprehensive Financial Plans which defines your needs, offers specialized personal solutions, and helps you implement and maintain the strategy for its utmost effectiveness, to personal focused reviews that highlight simple important areas that are often overlooked.  With today's changing environment and family structures, ideas as simple as J.Campbell Financials annual beneficiary reviews can be a huge benefit to the Family.  

Insurance

Have Life Insurance from way back when? Major life changes such as marriage, new children, new major purchase, debt increases, or a new personal residence, can have a huge impact on your family's financial future and their needs. Is your life insurance policy up to date for your current living?  Let J.Campbell Financial provide you with a comprehensive assessment of your insurance coverage.

Small Business

Is your business growing?  Worried about holding on to your successful talent that has helped your growth?  J.Campbell Financial specializes in helping the Small Business and Self Employed market with Establishing a successful business retirement plan that will attract and retain valuable employees.

190 South Glassell St., Suite 209

Orange, CA 92866

Office 714-538-8818

Fax 714-538-9918

jcampbell@investorscapital.com

Series 7 - General Securities Representative

Series 31 - Futures Managed Funds

Series 66 - Uniform Combined State Law Exam

California Insurance License: # OD98558

Current Registrations:

Arizona, California, Colorado, New Hampshire, New Mexico, New York, Texas

     Securities Offered Through Investors Capital Corporation - Member FINRA SIPC

     Advisory Services Offered Through Investors Capital Advisors

     230 Broadway, Lynnfield, MA 01940