Step 1: Watch No-Cost Educational Video
What Every Retiree Should Know to Have a More Confident Retirement
Step 2: Schedule No-Cost 1-on-1 Retirement Planning Conversation
Spaces are limited due to scheduling availability. There is no cost and no obligation.
While individual publication experiences vary, some of the Retirement Design Lab instructors/contributors have been featured in...
What to Expect
A Simple Conversation
Financial planning doesn't have to be scary. But it has to start somewhere. Meeting with a Retirement Design Lab instructor is not a pressure-packed situation. It's a simple conversation. You may have a quick question that can be answered. You might have a complex set of items to work through. Either way, an initial conversation is always complimentary and is simply a chance to see if there's a mutual fit. No commitments. No strings attached. Best part of all... you don't have to come to an office! Join the conversation from wherever you'd like.
About Retirement Design Lab
Philosophy
Retirement Design Lab is a nationwide educational initiative to empower consumers to take control of their retirement.
Network of Financial Professionals
Licensed professionals from around the country committed to helping their clients retire with greater confidence.
Independent
Each financial professional that partners with Retirement Design Lab must be independent, providing clients with products and services from multiple financial institutions in order to foster potentially better outcomes.
About
Kevin Campbell
Kevin is the founder of Peaks Financial, located in Poulsbo, WA. He established the planning firm in 2009 following a successful career in technology. He serves clients numerous states throughout the country. He utilizes his proprietary planning approach, known as the SAIL FORMula, to help guide meaningful conversations with his clients around the things that matter most to them. He has been featured in numerous industry publications and is also the host of the Kitsap Matters podcast.
Schedule Your Conversation Today!
Kevin Campbell is an investment advisor representative of, and advisory services are offered through USA Financial Securities, A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Peaks Financial is not affiliated with USA Financial Securities.
