Campbell Financial Specializes in establishing 403b retirement plans for Charter Schools.  We will help you establish a third plan administrator and investment record keeper for your organization. We provide ongoing education, enrollment and financial planning support for all school employees, including helping employee understand the Massachusetts Teachers Retirement System and why retirement and financial planning is important to their success and fulfillment in their educational career.  We can be viewed as your main support and subject matter expert for both the employer and the employee in all areas of retirement planning.

We specialize in helping employees and their families who work in the education sector create retirement and financial plans to help them navigate and maximize their unique benefits packages to that they can focus on their career and the task at hand – educating our youth.  Educators who plan properly are able to retire when and how they choose.  We would love to work with you on your planning.

We offer financial planning as a fee for planning service.  Creating a financial plan is an important step in controlling your budget, planning for retirement, planning for college, managing your investments and managing risk.   Think of your financial plan as your comprehensive playbook to help you achieve your goals.

An important part of a financial plan is your risk management portfolio. We help you review, identify and implement strategies to address specific areas of weakness in your risk management portfolio including life insurance planning, long term care planning and pension maximization strategies.  Properly creating a risk management plan will bring you confidence and comfort to pursue your financial goals knowing that you are protected.

The rising cost of a college education is becoming prohibitive for many families.  We will help you identify and implement strategies to grow assets for the goal of college education as well as identify unique opportunities for you to position your assets.