Hybrid Financial: “Helping People Slowly and Steadily Win their Financial Race”

Financial professional and Founder of Texas-based Hybrid Financial Rocky Campbell established his company to offer premier retirement services and believes in doing business with integrity. Below, he discusses the financial services that his company offers, as well as his tips for a well-organized retirement plan.   Please tell us a little about the financial services […]

Financial professional and Founder of Texas-based Hybrid Financial Rocky Campbell established his company to offer premier retirement services and believes in doing business with integrity. Below, he discusses the financial services that his company offers, as well as his tips for a well-organized retirement plan.

 

Please tell us a little about the financial services that you help clients with.

While Americans are presented with an ever-changing financial marketplace, making the right financial decisions at the right time can be critical to achieving their financial security and accomplishing financial objectives. Hybrid Financial will guide the process of identifying financial goals, account organization, risk analysis, and problem solving to help their clients accomplish their financial goals safely and simply.

 

What would you say are the specific challenges of assisting clients with financial solutions?

Not every client is a right fit us and realising that from the start will save both of us time. I’m not the jack of all trades I’m a specialist. Specifically, a specialist in safe money solutions and income producing retirement strategies. I’m real – I don’t tell people what they want to hear. I stick to a single message – safety of principal. I’m a hardworking and straightforward person I believe that if you do the right thing for people, things will work out for you.

 

What are the most important aspects that need to be ironed out in order to achieve satisfactory result and a well-organized retirement plan for your clients?

We form a strategy that will best fit the client’s needs and will help them feel confident about their financial future.

 

How do you assist clients with finding out if they are compliant with federal requirements applicable to retirement?

Compliance is important. Our compliance officer will ensure that as the world changes around us, we change with it and notify our clients of any regulations that need to be adhered to.

 

How can your clients ensure that as much of their estate goes to their family on their death?

We use beneficiary driven products that bypass probate and go directly to the named beneficiary. We believe that all money should go to the family. A living will, or trust can also assist in providing clarity during time of death.

 

What’s Hybrid Financial’s philosophy?

I don’t do things that I don’t really, really believe in. And something I believe in is the message of the tortes and the hare. Now the hare was fast, but the tortes won the race. Slow and steady wins the race. If we can prevent our clients from going backwards and losing any of their assets to fees and stock market declines, they have more power to win the money game. That’s what I do – I help people slowly and steadily win their financial race, one person at a time.

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