-
Beyond the Money
The Roadmap to Retiring on Your Own Terms with Clarity, Confidence, and Direction.
Jackie Campbell
Jackie Campbell is a CFP, PFS, and CPA and author of Beyond the Money & Be Prepared. Based in Tampa, FL she knows what it means to be prepared for retirement and how to live a life beyond the money.
Jackie Campbell is the founder and CEO of Campbell & Company Wealth Advisors and CPAs. A company she started at her kitchen table 33 years ago that now services 7 counties in the nature coast area.
She is on a mission to guide 10,000 people to be the Hero of Their Own Story by sharing the hard won wisdom she has gained through her 33 years of guiding people to and through retirement. To Jackie it isn’t just the numbers, it is about the life you want to have when you retire. Her two books are a culmination of knowledge she knows can help anyone take the first step toward being a Hero.
When Jackie takes her CEO hat off you can find her spending time with her family, including two beautiful granddaughters, traveling with her devoted husband, Scott, or dreaming up new ideas to continue helping those around her.
TESTIMONIALS
TESTIMONIALS
What Our Readers Say
This book is a must read for anyone serious about their finances and retirement. As an industry friend, it’s very clear to see that Jackie has a genuine desire to help people through sound financial education and planning. This book helps to simplify financial planning and will give you actionable steps you can take right away to help improve your financial plan. I highly recommend Jackie and this book, Beyond the Money, as it will be a valuable resource for years to come.
Abe Abich, Abe Financial Services
Having worked alongside Jackie, I’ve witnessed her genuine care for helping people uncover what truly matters “Beyond the Money.” This book captures her heart, wisdom, and decades of experience in one inspiring guide.
Monica Haberlin-Wahl, Campbell & Company
Working with Jackie Campbell has been a true highlight for me. She’s sharp, thoughtful, and brings calm confidence to everything she does. Co-hosting the Beyond the Money radio show with Jackie has been both fun and inspiring. Her motto, Prior Planning Pays, isn’t just something she says, it’s the foundation of how she serves her clients and leads every conversation. I’m proud and honored to call Jackie a friend.
Mark Owens, Radio Host, Impact Partnership