Professional
After many years in the corporate financial services arena, Sheila Roesler McCampbell knew she was being called to make a bigger impact in guiding clients to their vision of financial security and a life of significance. She enjoys a diverse clientele, leading them to organize and address all their financial priorities. Like a white-water river guide, Sheila will help you navigate uncertainty with focus and expertise, and plan for an optimal future with forethought & creativity. Clients appreciate Sheila's commitment to and concern for their well-being (financial and otherwise), and value her professional competency and attention to details they don't have the time or patience for. She's reliable and accessible. Sheila is compensated for her time & expertise as follows: 'Fee based (when appropriate); Commission-based (when you choose to implement recommendations through me), and always, CLIENT BASED'. That said, the energy & passion doesn't come from the paycheck for Sheila, any more than it does for most of her clients; rather, it derives from serving clients in achieving their heart's desires...helping them get CLEAR & CONNECTED to their values, and their values to their plan. Sheila specializes in working with those experiencing life changes, whether suddenly single (widows, divorcees), beginning a new job/career (your idea or someone else's!), moving from medical school & residency to full time practice, and pre-and-post retirement phases of life. The importance and magnitude of this effort need not make it intimidating, nor should the focus on long term planning ignore the desire to enjoy life today! Self-employed, though affiliated with the Northwestern Mutual, Sheila was attracted by the strength and client focus of the company, and the strength & diversity of its insurance and investment products and services. The personal planning analysis addresses & integrates a wide spectrum of topics, needs, & opportunities. Your comprehensive plan may address asset allocation, wealth optimization, disability & survivor income, education funding, retirement, and legacy planning (including the impacts of a potential long term care event). For the business owner: emloyee benefits, key person and succession planning may be on the agenda.
Associations and Memberships
Ft. Wayne Association of Insurance & Financial Advisors (Past Board Member & Advisor of the Year, 2006 ) Ft. Wayne Estate Planning Council ( President 2005-6) Notre Dame Club of Ft. Wayne (Member & Past President) Women in Insurance & Financial Services (WIFS - Member)
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