CJ Campbell & Associates

Our Vision

At CJ Campbell & Associates and CJC Wealth Management, our vision is to empower individuals to achieve financial independence and live a fulfilling life in retirement. We believe financial security is about more than just numbers - it's about realizing your dreams and living with purpose.

Our Mission

Our mission is to provide comprehensive and personalized retirement planning and wealth management solutions that address your unique needs and aspirations. We work collaboratively with our clients to understand their financial goals and develop a customized plan that aligns with their individual circumstances and aspirations.

Our Approach

We take a distinct, client-centered approach to financial planning. We consider your unique situation, including your current financial situation, life goals, and retirement plans. We utilize advanced tools and analytics to identify potential inefficiencies in your financial plan and provide targeted recommendations to maximize your wealth.

Our Team

Christopher Campbell, Founder and CEO: With over two decades of experience in the financial services industry, Chris has a deep understanding of retirement planning and wealth management. He is a passionate advocate for financial education and has shared his expertise as a guest speaker at numerous events.

John (Jack) Voight: A seasoned financial advisor, Jack brings over a decade of experience to the team. He has a proven track record in helping clients achieve their financial goals through comprehensive planning and personalized guidance.

Alyssa Evering: Known for her empathetic and collaborative approach, Alyssa specializes in working with young professionals, executives, and business owners to develop tailored insurance and wealth management strategies.

Our Services

• Retirement Income Strategies: Secure your financial future by creating a sustainable income stream during retirement.
• Long-Term Care Strategies: Plan for potential long-term care needs with strategies that consider your unique situation.
• Asset Management: Optimize your investments for growth, stability, and security.
• Annuities: Explore the potential of annuities as part of your retirement income strategy.
• Life Insurance: Ensure your family is financially protected if you were to pass away.
• Tax-Efficient Strategies: Minimize your tax burden and maximize your wealth growth potential.

Our Commitment

At CJ Campbell & Associates and CJC Wealth Management, we are committed to providing our clients with exceptional service, transparency, and personalized attention. We believe in building lasting relationships built on trust and open communication.