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Claire Campbell- Evans Wealth Advisor

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Fairport, NY
Claire Campbell- Evans Wealth Advisor

Wealth Advisor Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

www.finra.org, www.sipc.org. Insurance products are offered through LPL or its licensed affiliates. Evans Bank and Evans Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Evans Investment Services and may also be employees of Evans Bank. These products and services are being offered through LPL or it

s affiliates, which are separate entities from, and not affiliates of, Evans Bank or Evans Investment Services. Securities and insurance offered through LPL or its affiliates are:

• Not Insured by FDIC or Any Other Government Agency
• Not Bank Guaranteed
• Not Bank Deposits or Obligations
• May Lose Value

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

10/04/2023

Did you know it’s common to overlook certain expenses when planning your wedding?!

There’s a lot of details we can easily overlook in the stress of it all, but I want to touch on the 5 most overlooked financial details when planning a wedding:

-setting a budget- stay strict & track, track, track every dime!

-deciding how to pay- all up front, payment plans, loans, etc.

-avoiding hidden fees- read your contracts! Get second opinions.

-negotiating with vendors - do your research, be respectful & realistic.

-preparing for unexpected costs- change of plans, weather problems, vendor cancellations.

By considering these details, you can avoid tons of stress and make your wedding planning process muuuch more enjoyable. Trust me, the last year of my life has been spent doing all of these things and more 🫠😩😅🥲

Let me help you get rid of some of the financial stress when it comes to wedding planning! Comment “wedding plan” to get started!!! 💒💍❤️

10/02/2023

With our reception coming up this weekend, I figured it’s time to talk wedding budgets! 💍

Here are 5 simple steps to creating a wedding budget that won't make you cry! Well, only tears of joy, of course! 🥹🤣😉

To put it suuuper simply:
1. Set a realistic budget. - remember, it’s an incredibly special day, but it is just that, ONE day!
2. Prioritize the big-ticket items- venue, catering, photography.
3. Don't forget the small stuff...! It adds up 😳
4. Stay on track by tracking expense- tedious but VERY necessary
5. Most importantly, have fun! 🤩 💃🏽🥰

DM me “I’m ready” to dive into your wedding budget together! ☺️💒💖

08/24/2023

Have you changed jobs recently?! Do you have an old 401k you don’t know what to do with?

Did you know there are 4 different things you can do with your money?!

To put it simply, our options are to leave as is, roll into your new employer sponsored plan, cash out, or roll into your own IRA. Unfortunately, there is over $1 trillion in forgotten plans in the US, according to a recent study done by Capitalize. Don’t let your old retirement plans become part of that astronomical amount of “forgotten” money. DM me with questions you have on this!!!

08/10/2023

Loving you changed my life. Losing you has done the same.

There are no words to describe the impact you’ve made on all of us. I love you forever. Until we meet again, Rocky. 🐾❤️

08/06/2023

Pat & I were showered with so much love yesterday!

Thank you to all who came out & made this weekend incredibly special. Blessed is an understatement. 🤍

08/03/2023

Embracing adventures while also securing financial freedom!

I am here to educate & show you it is possible to do both. A well-balanced plan ensures you can explore the world without compromising your financial goals.

I am living proof that with education, hard work, & dedication to your goals, it is possible to completely reshape your financial life. I’ve been there, done that, on all things financial mistake related 🙄🙃😅 Make mistakes, it’s okay. Learn from them, & do better moving forward. Partner with someone you trust & get to work!

What is the last adventure you’ve been on?! More importantly, do you want the choice to go on more adventures? How about the choice to stay the heck home if you’re not feeling like leaving the house one day? That is what financial freedom truly is, my friends. That is what I help my clients achieve.

DM me “I’m ready” to get started securing your financial freedom, while also enjoying the life you live NOW!

08/01/2023

3 tips to build wealth. Seems simple enough, right?! 😜😉😊💰

Bear with me, friends…

These 3 things take time, education, dedication, & consistency! All 3 will not happen overnight, nor should they.

We have to do everything we can to maximize our earnings in whatever way best fits our lives. That looks different for everyone. Next is trimming the fat on our spending. Take a real good look at how much you’re spending and on what. Cut what you don’t need- this part tends to be a lot more than we realize. & finally, invest the difference wisely for the long-term. Partner with a licensed professional to ensure you’re on the right track to build wealth.

When you’re ready to take control of your financial future, DM me “I’m ready” to get started!

07/29/2023

Debt can be incredibly stressful, my friends. Personally, I know it all too well.

I had multiple credit cards with over $15k of consumer debt & climbing…all with interest rates of over 29%. 🤯 So yes, I’ve been there! I’ve been in a hole I never thought I’d be able to get out of. Have you tried to get yourself out of that same hole, but just never managed to get there? Or at least not yet?!

I am here to help you turn that stress into a plan! As a dedicated financial planner, I'm here to guide my clients every step of the way. Whether that’s debt repayment strategies like these or long-term investment planning. So let’s conquer your debt & get to building wealth instead of lining the banks pockets with your hard earned cash!

& most importantly, be patient with yourself. Learn from the past & do better moving forward.

What is your favorite method?! Comment below! & I’ll tell you mine!🤓💰💸

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Fairport, NY
14450

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