Roshanna Campbell on Clubhouse

Bio

With me start 2024 in a better financial position.

My Message:
“If You Earn it, Leverage it....Grow it.” (Repeat)

Roshanna Campbell, Managing Director at Evolution Financial Group. Roshanna offers expertise in Asset Accumulation and Distribution in Retirement, Social Security and Tax Saving Strategies, Team Leadership, and Organizational Structure.

Known to most as an “Asset Repair Manager.”

In this role she oversees the firm's business expansion efforts in Philadelphia. She leads and consults with Evolution's sales force and brokers to provide asset preservation capital in the areas of estate and business planning, charitable giving, wealth transfer and retirement planning. Roshanna partners with estate planning attorneys, CPA’s, CFP’s, trust officers at banks and private fiduciaries, designing competitive and tax-efficient options.

*Accepting new clients
*Recruiting Medicare Agents with (Life License)
*Recruiting Financial Advisors who are looking to branch out independently

Feel free to contact Roshanna directly:

(P)484-212-0852
(E) [email protected]
Office: 1400 N. Providence Rd, Media PA 19063, Suite 3007, Rosetree Building #2


Services:
Financial and Asset Repair
Social Security Preparation
IRMAA Review
Income Allocation
Retirement Reviews
Business Succession
Employee Benefits
Charitable Giving