top of page
Winding road through lush green rolling hills under a blue sky

Straightforward, comprehensive financial planning and investment services. . .Investment securities and advisory services provided through Centaurus Financial, Inc (member FINRA, SIPC)

world

Richard Campbell

Certified Fiancial Planner, Registered Principal,

Investment Advisory Representative

Welcome to our Web site!

Our primary purpose is to help you reach your highest level of financial success, as quickly and at the lowest cost possible.

On the site you can find out who we are, how we work for you and the services we offer. And, you'll find a wealth of information! Newsletter articles, calculators, research reports and more are available for your enjoyment and education.

We hope your visit will help you understand the opportunities and potential rewards available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the concepts behind investing, retirement planning, estate planning, insurance and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about basic concepts of financial management; learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we don't want you to miss any new developments in the area of personal financial planning.

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Foreign Stocks Outperformed in 2025

Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

bottom of page