Financial Advisory & Insurance Services in the Sacramento, CA Region
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
-Arturo M. Campos, CLU, ChFC, RICP, AIF
Newsletters
-
Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
-
Four Steps to Rebuilding Your Business
Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.
-
What Is Cyber Insurance, and Do You Need It?
Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.
-
The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
Calculators
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.