Attention: High Net-worth Retirees
The $50,000+ Retirement Tax Mistake Most Successful People Make
Discover the hidden "tax partner" quietly taking 30-50% of your retirement savings - and the legal strategies affluent retirees use to keep more of what they've earned
If you have over $1M in retirement accounts, this 10-minute training could save you hundreds of thousands in unnecessary taxes
Watch 10-Minute Tax Strategy Briefing
Fiduciary Advisor • 10+ years experience • $3.5B+ Under Management
Take this 1-minute assessment to UNLOCK THE FULL 1 HOUR TRAINING
& Qualify for a FREE STRATEGY SESSION with a licensed Fiduciary advisor
Take this 1-minute assessment to UNLOCK THE FULL 1 HOUR TRAINING
& Qualify for a FREE STRATEGY SESSION with a licensed Fiduciary advisor
Meet your instructor
Kelly Campbell
AIF®, CFP®, ChFC®, CMFC®
Kelly has been in financial services for more than 35 years. Prior to starting his wealth management company, he realized that many financial services companies only focused on investments. But his belief was that the best retirement has to start with a financial plan or a roadmap to get you to, and then through, retirement.
Barron’s Top Advisor in VA: Ranked #8 | 2024
Forbes Best in State of VA: Ranked #7 | 2024
Barron’s Top 1200 Advisors: 2021, 2022, 2023, and 2024
Meet your instructor
Kelly Campbell
AIF®, CFP®, ChFC®, CMFC®
Kelly has been in financial services for more than 35 years. Prior to starting his wealth management company, he realized that many financial services companies only focused on investments. But his belief was that the best retirement has to start with a financial plan or a roadmap to get you to, and then through, retirement.
Barron’s Top Advisor in VA: Ranked #8 | 2024
Barron’s Top 1200 Advisors: 2021, 2022, 2023, and 2024
Forbes Best in State of VA: Ranked #7 | 2024
AdvisorConnect Pro connects investors with licensed fiduciary advisors and provides educational content. We are not a registered investment adviser and do not provide personalized investment, tax, or legal advice. Investing involves risk, including loss of principal. This site is not part of Facebook; it is not endorsed by Facebook.
© 2025 AdvisorConnect Pro. All rights reserved.