Clayton M. Campbell

Clay is a native Houstonian currently residing in Kingwood, Texas with Donna his wife of 30 years, and his three children. He has had a financial services practice in the Houston area for more than 31 years. Even though his practice is based locally, he serves clients nationally.

He specializes in helping people put together tax advantaged retirement programs while keeping the process simple to understand.

Clay takes pride in the fact that he is seen as a trusted advisor in his community. He believes the thing that makes him unique is his simple, down to earth approach to advising his clients on the best way to build tax advantaged retirement savings. His goal is to accomplish this without using high risk products or having them make drastic lifestyle changes.

Me in five:
1. What is your greatest accomplishment in life? “Marrying my beautiful wife and having three amazing children.”

2. What is your favorite quote? “All I know for sure is something good is going to happen.”

3. What is the greatest compliment you have received? ”That I take complicated things and make them simple.”

4. What is your favorite place to eat? “Goode Company Seafood”

5. What are some of your hobbies? ” I am an avid outdoorsman and I enjoy spending quality time with my family and friends fishing, scuba diving, camping and traveling.”

My promise to you:
I will help you find money you may be transferring away unknowingly and unnecessarily. The money we find together we then can redirect towards funding a comfortable retirement program without asking you to invest in high risk investment vehicles or change your current lifestyle.