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Paper Profile – When complete email to jcampbell @campbellfinan.com or call 937-917-8941.
This Preliminary Profile is designed to help you take inventory and assign realistic values to your personal assets and liabilities. It is the essential first step in organizing your financial future. Our mission is to help you work towards your financial goals. The information you provide in this questionnaire will assist us in making suitable recommendations for your particular situation.
In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.