My name is Dean Campbell and I am the President of Campbell Retirement Planning Centers, Inc. Our main office is in Waterford, Michigan, in Oakland County, on Dixie Hwy. We service Waterford, Clarkston, White Lake, Independence Township, Holly, Lake Orion, Oxford, Grand Blanc and many surrounding areas in Oakland County. We provide complete Retirement Planning and Financial Planning for people of all ages, utilizing any types of investments or securities and investment planning. We also have an office in Gladwin, Michigan and serve all local areas such as Beaverton, Clare, Coleman, Farwell, Harrison, West Branch, Mt. Pleasant and Midland. We have clients spread throughout the United States. We have a wide variety of the highest quality mutual funds, variable annuities, fixed annuities, Medicaid friendly annuities, stocks and bonds, life insurance and health insurance. There is never a fee or charge to meet with us!
WHAT IS THE FEE FOR A CONSULTATION?
There is NEVER a charge to meet with us! We also believe that people should NOT be pressured into making decisions, especially financial ones.
WHAT ARE THE BENEFITS OF ROLLING OVER THE 401K THAT IS STILL WITH MY FORMER EMPLOYER, TO AN IRA?
First of all, we can offer the flexibility of MANY more investment options. We keep a sharp eye on our clients` accounts and recommend changes or reallocations when we see opportunities that would benefit our clients!
You`re probably the only one keeping an eye on your account...You need the service you deserve. The management of this money is critical to your financial future! Along with regular account statements, we personally write and provide you with quarterly economic newsletters to keep you informed of what is going on with the economy and how it could affect your accounts.
When my clients, or anyone for that matter, call my office between 9 and 5, Monday through Friday, if the phone isn`t answered by me or my staff personally, all messages left will be returned that day...Period! We will never have an automatic phone system where you have to push a bunch of phone buttons and be on hold forever. I like when I get personalized service and that`s what I give to all of my clients! Set up a free appointment right away! I`ll even help you allocate or reallocate your current 401K for free!!
WE OFFER A WIDE VARIETY OF THE
FOLLOWING PRODUCTS:
- MUTUAL FUNDS
- TRADITIONAL/ROTH IRA`S
- SIMPLE IRA`S/SEPP IRA`S
- 401K`S
- VARIABLE ANNUITIES
- BROKERAGE ACCOUNTS
- FIXED ANNUITIES
- DISCOUNT STOCK AND BOND TRADES
- REAL ESTATE INVESTMENT TRUSTS
- LIFE, HEALTH AND DISABILITY INSURANCE
- 529 COLLEGE SAVINGS PLANS
WE OFFER THE FOLLOWING SERVICES:
- COMPLETE FINANCIAL PLANNING
- WE WILL ASSIST YOU IN ROLLING OVER
ALMOST ANY RETIREMENT ACCOUNTS
SUCH AS 401K`S/403B`S/457B`S/PROFIT
SHARING PLANS AND PENSION PLANS! WE
BELIEVE WE CAN GIVE YOU FAR BETTER
SERVICE AND MANY MORE INVESTMENT
OPTIONS THAN YOU HAVE NOW, WITH YOUR
FORMER EMPLOYER!
- WE INVEST MONEY FOR PEOPLE OF ALL
AGES AND HANDLE ANY DOLLAR AMOUNT
OVER $25!
- WE WILL PERSONALLY HELP YOU ALLOCATE
OR REALLOCATE YOUR CURRENT 401K
PLAN ABSOLUTELY FREE!
COMPLETE RETIREMENT AND
FINANCIAL PLANNING
FOR PEOPLE OF ALL AGES