James Campbell, CLU®, ChFC®
Wealth Management Advisor


James Campbell & Associates

Your Future is Now

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it's a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing someone who has the ability and resources to best address those needs is the next.

That is where Jim Campbell comes in. Jim takes the time to get to know you and your preferences. He can help you anticipate and prepare for the best—and worst scenarios. The relationship Jim Campbell establishes with you enables him to focus on your needs—what you want for your family, your business and what you are currently doing.

Plan Now for Your Future 

To help clients achieve their objectives, Jim Campbell works to serve as a friend and an advocate. Life's complexities leave little room for "standard" approaches, so Jim uses a four-step approach in working with his clients:

 

Jim Campbell's planning process is unique –  he starts at a different plane than other advisors.  He starts above the planning horizon and focuses on helping you clarify your Mission, Vision, Values and Goals. 

Then he focuses on the issues below the horizon – Strategies, Tactics and Tools. 

By staying above the horizon and gaining clarity around your goals, Jim can help you make wise choices about the solutions below the planning horizon.

Working in the best interests of his clients is Jim's business, and he takes this role very seriously.

Whether you're concerned for your own planning needs, your family or your business, Jim Campbell can help you find the right solution to fit your current situation while also keeping you on track to meet your long-term goals.

Copyright 2016 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

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In 2017, Northwestern Mutual expects to again lead the industry in total dividends paid.

 

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