Our services
Our Services
At Campos Financial Group, we seek build a real relationship with you to assist you along the way in reaching your goals and objectives. Our mission is to help you gain greater confidence, capability and when possible to help you elevate your assets to a higher level of productivity and safekeeping.
Some of the services below work independently and some work in conjunction with other offerings to bring all the pieces of your financial life together.
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Investment Advisory
We offer investment advisory services in which we act as a fiduciary to ensure your best interests are always at the forefront. With your guidance, we will develop an investment strategy and make recommendations based on your objectives and risk tolerance. Our investment platform provides you with access to stocks, bonds, mutual funds, exchange traded funds (ETFs), and alternative investments. Unique to many financial advisors, we prefer keep the majority of our investment management in-house. We believe that in-house management provides you access to greater control and transparency, as well as often experiencing lower fees.
Brokerage Services
We serve as brokers and represent your best interests. If you want or need access to brokerage-based programs such as life insurance, long-term care insurance, disability insurance, annuities or certain investments (529s), we will shop the market on your behalf. If the insurance or investment product is purchased through us, we receive compensation directly from the insurance or Investment Company.
FinancialCoaching
This service is most appropriate for younger individuals and families. Using eMoney Foundational Planning and Budgeting tools, we help you with your first financial plan to assist with issues such student loan repayment strategy, budgeting and spending. If you’re in the market to make a major purchase such as your first home or car, we help you devise a savings strategy and execution strategy. We will work towards developing a wealth management roadmap that forecasts how these goals might be achieved. eMoney provides an easily accessible, digital tool to guide your process. Our mission is to prepare you to expect the unexpected and make sure you’ve adequately planned financially for it.
FinancialPlanning
This service is most appropriate for those with many moving parts of their financial picture, but do not necessarily have a need for our investment management services. We use state-of-art planning resources and technology across multiple disciplines to assist clients in working towards their most important goals. Following a deep analysis and review of every aspect of your financial life, we have a Situational Review Meeting with specific recommendations, instructions, and guidance around topics including Corporate Benefits, Budgeting and Spending, Investment Consulting, Retirement Income Planning, Charitable Giving, and Estate Planning.
If you are looking for an ongoing and meaningful relationship with an experienced, competent, and objective advisor but do not yet have the need for the investment management component, the Fee-Based Financial Planning or Financial Coaching service arrangements may be most appropriate for you.
Investment Advisory
We offer investment advisory services in which we act as a fiduciary to ensure your best interests are always at the forefront. With your guidance, we will develop an investment strategy and make recommendations based on your objectives and risk tolerance. Our investment platform provides you with access to stocks, bonds, mutual funds, exchange traded funds (ETFs), and alternative investments. Unique to many financial advisors, we prefer keep the majority of our investment management in-house. We believe that in-house management provides you access to greater control and transparency, as well as often experiencing lower fees.
Brokerage Services
We serve as brokers and represent your best interests. If you want or need access to brokerage-based programs such as life insurance, long-term care insurance, disability insurance, annuities or certain investments (529s), we will shop the market on your behalf. If the insurance or investment product is purchased through us, we receive compensation directly from the insurance or Investment Company.
Financial Coaching
This service is most appropriate for younger individuals and families. Using eMoney Foundational Planning and Budgeting tools, we help you with your first financial plan to assist with issues such student loan repayment strategy, budgeting and spending. If you’re in the market to make a major purchase such as your first home or car, we help you devise a savings strategy and execution strategy. We will work towards developing a wealth management roadmap that forecasts how these goals might be achieved. eMoney provides an easily accessible, digital tool to guide your process. Our mission is to prepare you to expect the unexpected and make sure you’ve adequately planned financially for it.
Financial Planning
This service is most appropriate for those with many moving parts of their financial picture, but do not necessarily have a need for our investment management services. We use state-of-art planning resources and technology across multiple disciplines to assist clients in achieving their most important goals. Following a deep analysis and review of every aspect of your financial life, we have a Situational Review Meeting with specific recommendations, instructions, and guidance around topics including Corporate Benefits, Budgeting and Spending, Investment Consulting, Retirement Income Planning, Charitable Giving, and Estate Planning.
If you are looking for an ongoing and meaningful relationship with an experienced, competent, and objective advisor but do not yet have the need for the investment management component, the Fee-Based Financial Planning or Financial Coaching service arrangements may be most appropriate for you.
Financial guidance centered around you
We provide fiduciary financial guidance to help preserve and grow your wealth.
We serve a diverse client base that includes business owners, veterans, retirees, educators, executives, attorneys, healthcare professionals, and non-profits. We work as your advocate in all financial matters.
We are here to help you bring your ambitions to life through wise planning and investing. As a fiduciary, we are legally obligated to do all we can to help you hit your financial targets. The most rewarding part of our job is working with great people and developing long-term relationships that span generations.
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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.
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Book A Free Consultation
ONLINE | PHONE | IN-PERSONOur consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.Click below to request your complimentary consultation today.
GET STARTED
BOOK A FREE CONSULTATION
ONLINE | PHONE | IN-PERSONOur consultations are 100% confidential and commitment-free. Initial consultations are generally 30-45 minutes in length. We discuss a general overview of your financial picture, goals, investment and financial planning needs.Click below to request your complimentary consultation today.
GET STARTED