Get the tools. Get the mentorship.
IT'S TIME TO
BUILD YOUR LEGACY,
NO EXPERIENCE?
NO PROBLEM.
All you need is an open mind and the desire to change your financial future for Your Life, Your Family, and Your Future.
Personalized Coverage:
We understand that everyone’s needs are unique. Our experienced agents work closely with you to design coverage that fits your lifestyle, goals, and budget.
Trusted
Experience:
As an industry leader, we’re proud to serve our clients with integrity and a deep commitment to their financial well-being.
Comprehensive Support:
Our team is here to guide you through every step, from choosing the right policy to managing your claims.
Personalized Coverage:
We understand that everyone’s needs are unique. Our experienced agents work closely with you to design coverage that fits your lifestyle, goals, and budget.
Trusted
Experience:
As an industry leader, we’re proud to serve our clients with integrity and a deep commitment to their financial well-being.
Comprehensive Support:
Our team is here to guide you through every step, from choosing the right policy to managing your claims.
About Stashanee Campbell, PMP
Licensed Financial Professional
As a Licensed Financial Professional (LFP), I am dedicated to providing objective, personalized financial advice to help you achieve your financial goals with confidence. Leveraging my comprehensive expertise in financial planning, I offer comprehensive services, including retirement planning, investment management, tax strategies, insurance solutions, and estate planning. My approach is centered around understanding your unique circumstances and creating a tailored financial strategy that aligns with your values and aspirations. I am committed to guiding you through every stage of your financial journey, ensuring that you make informed decisions and build a secure financial future. It would be my privilege to work with you and help you navigate the complexities of personal finance to achieve lasting financial success.
Ask Yourself Now!
What account do you have for your kids to go to school without student loans?
What account do you have that grows tax free?
What account do you have that bypasses probate?
What account do you have that will replace your income if you could not
work because of an illness?
Unsure about any of these? This event is for YOU. Come learn how to protect your income, grow tax-free wealth, and6break generational debt.
What we do
Our Services
Our Services
Insurance Protection
The most important part of preparing for the future is protecting it. As a WFGIA insurance agent, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you've built for you and your loved ones.
Retirement Strategies
The key to a successful retirement is one that doesn't require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a WFGIA Insurance Agent, I can provide a variety of options to help you prepare for your leisure years without having to sacrifice your quality of life.
Business Strategies
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and help you decide which one is right for you.
College Funding
No parent wants to compromise the quality of their children’s education, yet tuition costs continue to rise. Whether you’re preparing to send your first - or fifth - child to college, I am here to share useful tactics on how to effectively support your children’s future while still saving for yours.
Long Term Care
Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.
Life Insurance
A comprehensive life insurance policy is key to protecting those you care about most. Whether you are looking for simple and inexpensive coverage or a policy that offers additional benefits such as retirement income, I can walk you through the main types of insurance and help you decide which one is right for you.
OUR CLIENTS SAY
I can't thank Stashanee Campbell enough for helping me build a strong financial plan for my family. She created a strategy that not only replaces income but also sets us up for long-term wealth. I now feel confident about our financial future!"
Stashanee Campbell helped me design a financial strategy that not only protects my family but also strengthens my small business. Her approach included a policy that allows me to maximize tax write-offs while building long-term wealth. Thanks to her guidance, I now have a solid plan for growth and financial security.
Stashanee took the time to understand my goals and designed a customized wealth-building strategy that truly works for my family. Her knowledge and dedication made all the difference, and I’m so grateful for her guidance
I can't thank Stashanee Campbell enough for helping me build a strong financial plan for my family. She created a strategy that not only replaces income but also sets us up for long-term wealth. I now feel confident about our financial future!"
Carratta Powell, MSW,
Jashoe Ecarle
Stashanee Campbell helped me design a financial strategy that not only protects my family but also strengthens my small business. Her approach included a policy that allows me to maximize tax write-offs while building long-term wealth. Thanks to her guidance, I now have a solid plan for growth and financial security.
Julianne Mitchelle
Small Business Manager
Stashanee took the time to understand my goals and designed a customized wealth-building strategy that truly works for my family. Her knowledge and dedication made all the difference, and I’m so grateful for her guidance
Jelanny Winn
Student
Carratta Powell, MSW,
Jashoe Ecarle
Julianne Mitchelle
Small Business Manager
Jelanny Winn
Student &
We're excited to help you explore the best insurance options tailored to your needs. Simply choose a time that works for you, and our experienced agents will be ready to guide you through the process, answer your questions, and provide personalized recommendations.
Frequently Asked Question
How can Living Benefits Insurance help with retirement?
Living Benefits Insurance policies build cash value over time. You can tap into this cash value tax-free to supplement your income during retirement, giving you more financial freedom when you need it most.
Can I use my policy to pay for my child’s college tuition?
Yes! Living Benefits Insurance allows you to borrow against the policy’s cash value. Many people use this feature to fund major expenses like college tuition without the need for student loans or hefty interest payments.
How does Living Benefits Insurance help build generational wealth?
The cash value of your policy can be passed on to your beneficiaries tax-free, making it a smart way to leave a legacy. It’s a reliable tool for building and transferring wealth to the next generation.
What does it mean to "become your own bank"?
With Living Benefits Insurance, you can borrow money from your policy without explaining why or setting strict repayment terms. You have full control, and if you decide not to repay, the outstanding balance is simply deducted from the death benefit left for your heirs.
5. Why is Living Benefits Insurance becoming so popular?
It’s a versatile tool that offers multiple advantages:
Protects your family’s financial future
Shields your cash value from market downturns
Reduces your tax burden in retirement
Gives you access to funds when you need them most
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