As the CEO of Campbell Wealth Management, I work with business executives and owners and their families as a personal CFO. I set up Campbell Wealth to provide every financial service that a busy executive would need for their business and personally. These may include investment management, financial planning, estate planning, asset protection, tax planning, retirement plans and insurance (all types).
Now people are realizing how important that emergency fund is, especially people being laid off. It happened quickly, and people were blindsided.1 May 2020