We are living longer than any time in our human history—and while that’s a good thing, will your money still be there for you as you age?

We are living longer than any time in our human history—and while that’s a good thing, will your money still be there for you as you age?


As retirees are living longer and enjoying more active lives, it is essential that your retirement plan work for you, and provide the quality of life you have envisioned while also mitigating risk that could make your savings vulnerable. We strive to assist pre-retirees and retirees stand ready to overcome the challenges this exciting but profound lifestyle change can bring.
As retirees are living longer and enjoying more active lives, it is essential that your retirement plan work for you, and provide the quality of life you have envisioned while also mitigating risk that could make your savings vulnerable. We strive to assist pre-retirees and retirees stand ready to overcome the challenges this exciting but profound lifestyle change can bring.

Financial services for
retirees

Financial services for
retirees


Working together, we will talk about what you need and want your money to do for you, while assessing the likelihood that you will be able to achieve these goals. If you have to make tradeoffs, we help you there, too, demonstrating to you how small compromises might make a big impact over the long term. We also discuss your concerns and strategies that can help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you progressing in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic interests through estate and legacy planning. With our help, you have a full range of resources at your disposal. Our portfolio of services include:

  • Wealth & Investment Management

  • Retirement Income Planning

  • Social Security Optimization

  • Legacy Planning

  • Estate Planning

  • Long-Term Care Evaluation & Planning


OUR COMPETITIVE EDGE



In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.

In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.

contact us

OUR COMPETITIVE EDGE



In today's fast paced, highly technological world, the amount of choices one faces is seemingly endless. Spending money has never been easier, making it more important to save and invest than ever before.

In order to devise an effective, wealth-building strategy, it is essential to analyze the most important aspects of one's financial life. Our team customizes strategies based on the unique needs of the specific client, taking into account who and what are driving money-related decisions. Utilizing our years of experience and industry expertise, Campos Financial Group goes the extra mile to truly understand our clients' needs and then build a portfolio designed to promote future success and growth.

contact us