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 Providing Wealth Strategies to Individuals & Small Businesses throughout Western Washington

Welcome  to our Web site. Here you will find a wealth of information about our financial services.  We hope your visit will help you understand the great amount of opportunities available when you take a proactive approach to your personal finances.  


Kampbell Financial has created this Website as a helpful resource for our existing and prospective clients. We have provided many useful tools and resources because we feel that education is an important component of financial planning. At Kampbell Financial, we will help accommodate your unique needs and goals regardless of your past investment history. We can help you further understand the financial concepts behind investing, retirement, insurance, estate planning, and wealth strategies.


 


Our firm focuses on developing personalized, cohesive financial strategies that fit our client’s unique needs which helps enable them to meet both their short and long-term objectives. We strive to provide a high level of service and trust in an environment that is conducive to long-term strategies.


 


Please contact our office for further information or if you would like to set an appointment.


 


 


Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

In or Out of the Nest? Helping Adult Children

Helping young people transition to adult financial responsibilities without making it difficult for parents to pursue their own financial goals.

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

Finding Lost Money

Though finding buried treasure is unlikely, discovering “lost” money or other assets may not be a fantasy after all.

ETFs or Mutual Funds: What's the Difference?

The differences between ETFs and mutual funds, with an emphasis on the potential cost and risk factors of ETFs.

More Newsletters →