Financial Planning

We use our decades of industry experience to advise our clients in all areas of the financial planning process. We apply a strategic approach to financial planning where we address the full spectrum of planning needs, then develop a “road map” which is adapted as lifestyle needs change. This disciplined coordinated approach provides peace of mind to clients.

Our Financial Planning Process

  • Complete review of Client goals and objectives
  • Review/creation of current net worth statement and cash flow summary
  • Review of existing investment holdings, tax, estate planning and risk management techniques
  • Development and delivery of a comprehensive financial plan
  • Implementation of investment and strategic recommendations
  • Ongoing monitoring of portfolio and goals. 

Our Financial Planning Services

Budget & Cash Flow Analysis

Our process provides a level of comfort for our clients in knowing that the necessary funds will be readily available at the right time.

Education Funding

The ability to fund educational opportunities is of paramount importance to our clients, and we provide the necessary planning and guidance. 

Investment Management

With nearly 100 years of combined investment experience, our team develops a prudent investment plan unique to our clients’ goals and risk profile.

Retirement Lifestyle Planning

We believe that fully enjoying the fruits of one’s labor is the ultimate retirement goal, and we help clients plan for their ideal retirement lifestyle.   

Risk Management Strategies

We deliver peace of mind to our clients by insuring them against risks arising from potential loss of income, property, life, health, mobility and cyber security. 

Estate Planning

Preparation through planning and tax strategies allows our clients to know that their legacy can continue into future generations.

Why A.G. Campbell Advisory? 

Founded in 2012 by veteran industry professionals Alexander “Zandy” Campbell and Mark Scott, A.G. Campbell Advisory was created to provide a level of personalized service generally unavailable within a large financial institution. Our mission is to provide independent agnostic advice to our clients, and to act as a steward of their financial resources.  Remaining independent allows us to focus primarily on our fiduciary duty, where we place our clients’ interests ahead of our own, and it neutralizes the conflicts of interest inherent in larger institutions.