Securities offered through SIGMA
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Mutual Funds Fixed/Variable/Medicaid Friendly Annuities 401K/IRA/457B/TSA Rollover Specialists Roth/Traditional/SEP/Simple IRA's Educational Planning 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 for greater returns OR to safeguard their portfolios. Let's face it, 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 may affect your accounts. HOW MUCH MONEY DO I NEED TO GET STARTED? You only need $25 to get started! We treat all of our clients the same, regardless of how much money they invest! We assume they will make more during their lifetimes and we want to build long-term relationships with them. DO I HAVE TO BE RETIRED TO BENEFIT FROM YOUR SERVICES? Absolutely not! We offer complete financial planning services for people of all ages, from systematic savings plans for young people to large, lump sum 401K/IRA rollovers! HOW DOES YOUR COMPANY DIFFER FROM SOME LARGE BROKERAGE FIRMS? That's an easy one! You will find that we give the best, personalized service possible. You will never grow old on hold! We will never have an automated phone system where all you do is push buttons! No call goes unreturned! We can truly give objective advice. Being independent, we have the advantage of being able to choose among the best and highest quality investments available. We don't use in house or proprietary funds! We only provide funds offered by the strongest and most well known investment companies! DO YOU OFFER MORE CONSERVATIVE OR GUARANTEED ACCOUNTS? Yes, we have several accounts that don't fluctuate at all, or are guaranteed. Most pay the same rate and offer more access to your money than Certificates of Deposit. Some, if left alone, are tax-deferred! WHAT ARE YOUR OFFICE HOURS? Normal office hours are 9AM to 5PM, Monday through Friday. We work around our clients' schedules! We offer evening appointments and also weekends, if necessary. Mr. Campbell has personally invested over 100 million dollars for thousands of clients in the Waterford, Clarkston and surrounding communities. He also has clients throughout the country, being licensed to transact business in many states. He has over 15 years experience in Financial Planning and 12 years in Banking. In addition to other investment firms where he's been employed, he received his financial planning background from IDS Financial Services, currently American Express Financial Advisors. Mr. Campbell worked at First of America Securities, a subsidiary of First of America Bank, for eight years prior to owning his own business. There, he became Vice-President of Financial Services and was the top producing Financial Planner during every year of his employment. He is a Registered Investment Advisor (Sigma Planning Corp.) His Assistant at the bank for four years was Gina Roback, who is currently Vice President of Campbell Retirement Planning Centers. He graduated Cum Laude at Oakland University with Degrees in Finance and Economics. While at the University, he was a computer instructor, specializing in business applications and spreadsheets. Mr. Campbell is on the Board of Directors of the Better Business Bureau of Eastern Michigan. Campbell Retirement Planning is also proud to be member of the Bureau in good standing. He supports and sponsors several charities and local community organizations such as March of Dimes, Muscular Dystrophy Association, Pontiac Rescue Mission, Purple Heart, The American Cancer Society, and The Waterford Youth Assistance. MUTUAL FUNDS The advice we give can be completely objective because we offer the widest selection of mutual funds available! We only use fund companies that offer many diverse portfolios for all of our clients' needs. We only provide the highest rated and financially stable companies in the industry. They must have long, successful track records and be experienced in investing money in all markets, both domestically and globally! FIXED AND VARIABLE ANNUITIES Earn a higher rate of return with a guarantee of principal! Or, let your money grow tax-deferred with the diversification of dozens of the most well known mutual fund companies, available! No capital gains! You can also take an income and leave the rest of your account to grow without paying federal, state and local income taxes! 401K/IRA/457B/TSA ROLLOVERS I can't, for the life of me, figure out why people leave their retirement accounts with their former employers! There is no reason to! You're limited as to the investment options you can choose from......AND, you get NO service! We offer unlimited investment options and, above all, we actually keep an eye on your account. You are probably the only one overseeing your account! You need SERVICE! Also, along with your regular periodic statements, we send out very informative quarterly economic newsletters to keep you informed of what's going on in the economy and how it will affect your portfolios. We can also show you the best way to take an income from your account when needed! ROTH/TRADITIONAL/SEP/SIMPLE IRA's We can show you which type of retirement account is best for you or your business. They can be very confusing and complicated, having many differences among them. We make it simple and take the time to show you the advantages of every possible type of retirement account. These accounts help save income taxes and provide an income stream when needed during your retirement! EDUCATIONAL PLANNING Most people we come across have no idea of the different accounts or methods to save for the education of their children or grandchildren. Like retirement accounts, they can also be confusing and complicated. A college plan that works best for one household may not necessarily work well for another. Some plans are brand new and have MAJOR tax benefits! We can show you the differences among them!