Reliable Financial Management and Consultation for Seniors, Estates, and Trusts
As we age, we are eventually faced with the decision of whether we wish to continue managing our own financial affairs or if we need professional support. This decision becomes especially important to consider when our adult children are involved in the process and they live out-of-state.
Marcia Campbell and her team help when:
- There are no kids
- The kids have passed away
- The kids live outside of the geographical area
- The kids are fighting
- The kids are paying their bills out of Mom or Dad’s accounts
- Mom and Dad need help, but the family doesn’t know where to turn
- Mom and Dad just don’t want to do it anymore
At Marcia L. Campbell, CPA, we are committed to helping seniors throughout the Inland Empire understand their options and make the best choices for themselves and their families. Your physical and financial wellbeing is our primary concern, and we provide a wide range of support and management services to help you maintain your independence for as long as possible, protect your assets, and remove a potential burden from your loved ones.
Every client has unique life circumstances to consider and an amazing story to tell. We start every engagement by getting to know you, your history, and your goals for the future. Then, we assess your financial needs, so we can find ways to support you and your family for years to come.
“The Marcia Campbell team was responsive to our needs and questions. They were attentive to details, clear on instructions, and always willing to help with our financial concerns. Thank you!”
“Marcia is a pleasant lady who is congenial and knowledgeable about her own field and those connected”
“I have found Marcia to be kind & considerate, I think of her as a friend.”
“Marcia & her staff make it a professional and yet friendly experience.”
“Very professional. Everyone treats you as a VIP and prompt to answer questions”
“Entire encounter is pleasant and professional. We always appreciate Marcia’s help.”
I have been with Marcia since 2001. Her service and professionalism has always been top notch.