Brian Campbell

Brian D. Campbell

Wealth Management Advisor

  • CLTC®
  • CLU®
FINRA BrokerCheck
3665 John F Kennedy Pkwy, Bldg 1 Ste 100
Fort Collins, CO 80525
970-225-3462 Visit my website Back to Advisors in Colorado

About my practice

Our areas of expertise focus on tax-efficient accumulation, distribution, and preservation of wealth within a well-organized and written financial plan. This often incorporates investments, life insurance, income protection, long term care planning, guaranteed lifetime income, executive benefits, business succession and estate planning. We specialize in transitioning clients to retirement.

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