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| "We
have found Mr. Campbell incredibly brilliant in all aspects
of the financial field. His knowledge, guidance, service,
and loyalty makes Mr. Campbell a pleasure to work with. We
highly recommend him with the highest of confidence."
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I
can get my financial questions answered any time of the year without
being charged a fee.
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Understand
those changes and how to use them to my benefit. |
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When
I need to speak with you, be available. |
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Have
knowledge not only about taxes but about all financial matters. |
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Understand
my financial objectives. Tell me if they are unrealistic or impractical.
If you agree to their wisdom, work closely with me. |
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Taxes
aren't my only concern. |
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Be
a good listener and understand my tax and financial needs |
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I
don't like to have to change accountants but sometimes it's necessary. |
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I'm
looking for a long-term relationship. |
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As
a financial advisor, don't recommend that I make moves just so you
can make money. Manage my money to my benefit and it will benefit
you. |
| • |
Be
current on all tax law changes. |
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| On
April 15, will you be in the red
or holding on to your
Green?
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out more-->
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