For you and your family
You want to understand where you stand and what your choices mean. Let’s talk about your retirement savings, your investments, and the questions on your mind.
Personal retirement advice
SCOTT CAMPBELL · FEE-ONLY FIDUCIARY
Your guiding light,
to and through
retirement.
Personal retirement advice and 401(k) / 403(b) plan guidance across Orange County. A fee-only fiduciary you can call directly.
30+ yearsof fiduciary experience
Fee-only adviceFocused on your best interests
One-on-oneAt your workplace. On an ongoing basis.
MEET SCOTT · WATCH THE INTRODUCTION
I want to be the person
you call with a question.
I’ve been a fiduciary for over 30 years. I work with individuals on their retirement questions, help employers look after their plans, and meet with employees one-on-one.
“People don’t always remember my name, but they know I’m their 401(k) guy, and I’m there to help.”
More about ScottRETIREMENT GUIDANCE IN ORANGE COUNTY
Your own retirement.
Or the plan your people rely on.
For your business
You need a plan that serves your employees and someone who understands the responsibility. I help with fiduciary decisions and the people in the plan.
401(k) and 403(b) plan guidanceWATCH & LEARN WITH SCOTT
Your retirement plan.
The people who count on it.
Hear how I look after a plan, work with employees one-on-one, and help people with everyday money decisions.
Browse all videos
401(k) & 403(b) plans
I help employers make informed plan decisions, with a prudent fiduciary process and the interests of participants in mind.
Fiduciary services
One-on-one advice
I meet with employees individually, where they work, to discuss their own numbers, their questions, and their retirement.
Helping your participants
Financial wellness
I help people understand everyday money decisions through personal conversations and my Money Talk with Scott series.
Financial wellness education