Who We Are
Deborah F. Campbell, CPA is an independent tax and financial services company. Deborah has been helping individuals and businesses with their tax, accounting, and financial planning needs for more than twenty-five years. She has seen missed opportunities and unnecessary expense that can occur when financial advice does not consider the impact of taxes. It is with this disconnect in mind that Deborah’s mission is to provide comprehensive tax, financial planning and investment services* that pursue long term financial security while considering the effects of taxes.
Our goal is to completely understand our clients. We do this by listening. This understanding allows for a personalized program designed to pursue your concerns and goals, by addressing what’s important in your life. Like all plans, financial plans* are designed to change and adjust as they help in guiding you through life’s future financial challenges. Investment portfolios are developed using a strategy known as asset allocation. We match the asset allocation to different goals and educate our clients so that they are fully committed and understanding of our investment approach to their portfolio. Communication is key, and with Deborah as your trusted advisor, you can be confident that your financial future is in good hands.
* These services are offered by Deborah Campbell through her affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory Services SM.
Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses.