Campbell Williams, Inc.

Planning & Investment Management

Work closely with client to clarify their Lifetime Goals – pre-retirement and post-retirement
Help quantify their Lifetime Goals – determine the actual dollars needed to realize goals, now and in future
Develop the Investment Plan with client – specific, personalized and appropriate to achieve their Lifetime Goals
Implement and monitor the Investment Plan – client continues to make all decisions and maintains direct ownership of and control over investments, which are held in a custody account at a third party firm

Address client opportunities and/or problems relating to estate planning, asset protection, tax planning, etc.
Use creative and alternative structures to ensure effective and personalized solutions
Work closely with client’s tax, accounting and legal specialists and provide additional recommendations as appropriate
Assist with quantifying possible solutions/scenarios
Assist with assessing overall impact of possible solutions/scenarios
Assist with implementation of solutions if requested

Focus is on professionals and small business owners generating more than $25,000 (pre-tax) in incremental wealth annually
Actuarial specialist firms prepare initial and on-going plan design and testing while Campbell Williams, Inc. assists with the initial cost/benefit analysis and investment goals and decisions
Assess the benefit of re-directing incremental wealth to a qualified portfolio to yield immediate and long-term favorable tax results
Provide on-going advisory services to the Trustees of Defined Benefit retirement plans
Our experience shows custom tailored plans can have considerable impact on wealth accumulation