Campos Financial Group

04/15/2026

Great day at the Invest in America Forum surrounded by some of America’s top CEOs and visionaries talking about innovation, growth, and what’s next for our economy.

04/03/2026

In observance of Good Friday, both the New York Stock Exchange and our office will be closed.

We wish you a peaceful Easter weekend and look forward to resuming normal business hours on Monday.

02/05/2026

America's coffee craze is still booming, but trends show more and more are skipping pricey Starbucks.

We started making our own lattes here in the office (which you can enjoy when you come in for your free consultation or portfolio review)!
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For most, Starbucks is a $9/day habit (~$3,285/year), but brewing your own puts that money back in your pocket.

Stop by for a free cup and to discuss more ways to save for your future.

"People haven’t fallen out of love with Starbucks, but they’re now polyamorous in their coffee choices."

11/11/2025

Today, we honor the heroes who stood strong in defense of our nation, our freedoms, and the values that make America great. Your courage, sacrifice, and unwavering love of country will never be forgotten.

We are proud to stand with our veterans and their families. Your service reminds us that freedom isn’t free — it’s earned through dedication, faith, and an unbreakable spirit.

May we never take for granted the blessings of liberty or the men and women who protect it.

09/30/2025

Sharing Campos Financial Group’s recent interview with Rockville Economic Development Inc.

Campos Financial Group provides personalized wealth management, including trust and estate planning services, tailored insurance services, risk advisory, and investment/portfolio management. We serve individuals, small businesses, and nonprofits in the DMV and more than a dozen other states.

09/26/2025

📅 Financial Planning Friday - Year-End Financial Preview 📅

The year-end countdown starts now. It’s the perfect time to maximize retirement account contributions, plan charitable gifts, and explore tax-loss harvesting strategies to reduce your 2025 tax bill.

Teaser: Waiting too long risks missing important deadlines and tax-saving opportunities.

We’re here to help with a personalized year-end financial checklist.

Don’t wait—schedule your free consultation today!

09/05/2025

💰 Financial Planning Friday! 💰

An emergency fund is your financial first responder—ready to cover unexpected expenses like medical bills, car repairs, or job loss. Experts recommend saving 3 to 6 months of essential living expenses in an easily accessible account.

Teaser: Don’t have a fully funded emergency fund yet? Start small. Even $50 a week builds resilience over time.

If you struggle to prioritize saving, a personal financial plan can help you build an emergency fund without sacrificing your other goals.

📞 Ready to build your financial safety net? Book a free consultation with Campos Financial Group today!

09/01/2025

Today, we celebrate the hard work and dedication that drives our great country. The market is closed today! We hope you are taking time to rest and recharge this weekend.

08/29/2025

🏥 Financial Planning Friday! 🏥

Long-term care is one of the most overlooked risks in retirement planning. Care expenses—whether for assisted living, nursing homes, or in-home care—can quickly drain savings, yet Medicare covers very little.

Tip: Planning ahead by considering long-term care insurance or dedicated savings strategies can preserve your wealth and protect your family from unexpected costs.

Did you know? The earlier you plan, the more affordable and flexible your options tend to be.

Protect your independence and financial security—schedule a free consultation to discuss your long-term care plan with Campos Financial Group.

08/08/2025

🎓 Financial Planning Friday Tip 🎓

College costs have soared, but even modest, regular contributions to a 529 college savings plan can grow tax-free and provide invaluable help when the time comes.

The advantage? Your earnings on a 529 plan grow tax-deferred, and withdrawals used for qualified educational expenses are tax-free at the federal level.

Teaser: Did you know unused 529 funds can often be transferred to another beneficiary or used for certain K-12 expenses?

📚 Wondering how to start or optimize your child’s education fund? Book a free consultation with Campos Financial Group (https://calendly.com/camposfinancialgroup). We’ll explore what works best for your family’s unique situation.