Joe Farris, Cfp® Email & Phone Number

At the Campbell Courtright Peterson Group, we specialize in serving individuals and families that are approaching or currently in retirement. We understand the difficultly of deciding whether you are financially able, or emotional ready, to transition to the life that you want to live while no longer working. Deciding how much money to spend each year without running out during your lifetime, when to take Social Security, and how you will pay for healthcare are all common issues faced by retirees. Our team loves helping make those decisions clear, and creating a plan that is tailored specifically to you.Our collaborative team environment allows us to provide a service experience that ensures you always have someone to answer your questions and concerns, varying perspectives on how to best plan for your specific situation, and multiple people proactively planning for the issues you may face. As your Financial Advisor, services we provide include, but are not limited to:- Retirement savings and distribution planning- Tax planning- Investment management - Estate planning- Risk management- Cash flow & debt management - Goal Planning & Monitoring

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  Carroll College

  Financial Planning And Accounting