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
General Wealth Management
- 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
Defined Benefit Plan Services
- 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