Ian Campbell
Hello, I'm Ian Campbell! I’m a native Floridian and have lived here my entire life. Right before the 2020 pandemic, while I was in my final year of college, I was struck by a car on the highway that left me unable to walk, stand, or sleep for almost 6 months. Following the pandemic, my grandmother's health took a turn as well as my father's health. Even though he had a decent amount of savings and a retirement plan, he found that life started to change very quickly. Suddenly, the house needed a new roof, there was a crack in the pool, and he could hardly walk. Right after, my mother was recently diagnosed with breast cancer, requiring immediate action. If it wasn’t for the small amount of planning that my family went through, I don’t know if I would even be here today.
What I’ve learned about life is that it happens fast, often when you least expect it. I’m so grateful to be here today, sharing my story with you, and I hope we can find a way to work together and help each other prepare for whatever life throws our way.
Watching all of the life events unfold allows me to help understand the gravity of setting you and your loved ones up for success in the future. I hope to help you accomplish not only your dreams but to adequately protect you and your loved ones from anything that life has to offer while living in comfort.
Retirement Income Planning
Building a sound strategy for your retirement is important. Being able to maintain your accustomed lifestyle into your retirement years and even potentially increase your post-retirement income is the ultimate goal.
Before building a strategy for the years ahead, it’s important to fully understand where you are today. The Living Balance Sheet® provides a wide-angle view across the four critical financial domains and shows how they work together. That knowledge, in and of itself, can transform the way you live your retirement life and liberate you to spend and enjoy assets more readily during your lifetime.
Planning for Business Owners
Our strategies are designed to protect that which you have built, while helping you to maximize your opportunities and the value of your business.
We specialize in working with business owners in three distinct areas: Asset Protection, Wealth Building and Exit Strategies. We have found that our ability to help clients define their vision, goals and risks has a great impact on how they approach their finances going forward, and can help them reach their financial goals.
Products and Services Offered
- Education Planning
- Retirement Planning
- Debt Management
- Cash Flow Management
- Estate Planning
- Retirement Income Planning
- Disability Insurance
- Life Insurance
- Long Term Care Insurance
- Business Growth
- StrategiesBusiness Exit Strategies
I want to make sure your entire financial picture is as good as it can possibly be. I use a propriety analysis tool, called The Living Balance Sheet®, that helps you see your entire financial picture through a wide-angle lens. I provide life insurance and disability insurance protection through highly rated carriers such as Guardian, but have the ability to offer coverage through multiple carriers to provide the appropriate fit for you.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.