Clients and friends, we are so happy to introduce Roger and Dana Campbell. With Roger’s recent retirement from a 44 year career in banking and as Dana winds down her own career, they transition to a retirement filled with travel, friends, and their real focus – their daughters and becoming first time grandparents. Listen to their thoughts on deciding when to retire and taking advantage of their good health while they can – good lessons! We hope you enjoy their story.
* No portion of this Client Story should be construed as an endorsement of The Joseph Group’s services, or as a guarantee that he/she will experience a certain level of results or satisfaction if The Joseph Group is engaged, or continues to be engaged, to provide investment advisory services.