Is your broker investing with your best interests at heart?
I recently met with a person that had found herself with no access to all of her investments, because her financial advisor was more concerned with his or her commission, than her financial well-being.
Her original plan was to use her investments as a source of income during her approaching retirement. Now she would have little to no access to all of her funds for seven to ten plus years.
Upon reviewing her investments, I was startled to find that her broker had sold her multiple long-term annuities, thus tying up nearly
What You Need to Know When Choosing a Financial Advisor
I recently wrote a book called Fire Your Broker. You can thank Bernie Madoff for it. He and the many other financial brokers’ greed and selfish actions were the inspiration behind my book.
Madoff exposed the financial brokerage industry’s dirty laundry, leaving Americans across the country wondering how they could ever trust their financial advisors again. I needed to respond.
I wrote Fire Your Broker to help educate people like you on how to choose a good advisor. There are many amazing financial advisors who are truly
Written by Certified Financial Planner Kelly Campbell, Fire Your Broker is a practical financial guide for anyone who wants to take hold of their financial future!
Why should you buy Fire Your Broker?
It is never too early or too late to start thinking about retirement. Whether you’re in the midst of your career or at retirement age—this book can help you with your financial planning.
Good financial advisors can guide you in the right direction. Learn insightful information on how to find the right financial advisor that understands you and your dreams.
You need to know how to manage and protect your financial assets. Learn how to work with your financial advisor on how to manage, grow and protect your assets.
It’s a short and easy read, and can finished in one or two sittings.Fire Your Broker will prepare you for everything you need to know on finding the right person to help you build and protect your financial future!
This will be the most important financial book you will ever read!
On January 23rd, Kelly Campbell was interviewed by WTTG FOX 5 on a special segment titled “Out with the Old, In with the New.” Kelly offered his advice and insight on weighing options when making decisions on large ticket puchases such as a new car or making upgrades to your home.
Kelly Campbell, a Certified Financial Planner, has nearly two decades of experience in the financial planning and investment management. He is President and CEO of Campbell Wealth Management, an independent, Northern Virginia/Washington, DC-based firm. Contact Kelly Campbell » Find out more about Kelly »
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