"Those Who Fail To Plan, Are Simply Planning To Fail"
Let's Help You Invest In What Can Go Right!
"Those Who Fail To Plan, Are Simply Planning To Fail"
Let's Help You Invest In What Can Go Right!
Let's Help You Invest In What Can Go Right!
Let's Help You Invest In What Can Go Right!
Founded in 2020 by our President, Luis Rodriguez. We are a full-service Financial and consulting firm that proudly represents the small-business community. Along our other ventures, we have made it our priority to help those businesses in need. Through guidance and passion for developing ideas, we help businesses who are struggling day to day, and help them reach that next level of success that can be passed on to multiple generations.
At Mi Ocampo Financials, We understand the difficulty of developing a plan that is not only understandable to you, but visible by your peers. We strive to help develop a proper roadmap that will guide you step-by-step achieve those goals you once created.
It is easy to forget the fact that we are running a business day-by-day. This is why we focus on helping each business understand the fundamental steps to a financially-healthy business. Financial Stability will help establish a foundation where the business owner can focus on doing what they do best.
From Bookkeeping, to payroll processing, to obtaining capital, Mi Ocampo Financials Can Help! Our Firm currently processes payroll for over 1,000 employees weekly and helps businesses keep track of over $50 Million in Revenue Each Year!
We know how hard it could be dealing with the IRS. This is why we help you understand how the tax code can affect your financials. We strive to help you understand what the IRS is for you to live more freely during tax season.
From helping you understand the tax code, to building you a business plan. We help you understand the complexity of certain sections most small-businesses fail to review. Proper understanding of your business will help you achieve higher levels of success with much more efficiency.
With current market conditions, we know it is tough to remain compliant in such a complex state. We have developed packages a business owner can pick to leverage these challenges to the experts so the business owner can do what they do best!
Whether you need helping develop a complex Spreadsheet showing financials, building a website, designing a logo or much more. With over 10-years of combined experience, our IT Team is ready to help you develop your creative and operational plans and integrate them into your day to day taks of your business.
Luis Rodriguez is the lead of the entire operation. He is what makes Mi Ocampo Financials where it is today.
Sarah Hernandez takes care of majority of applications heading her way along with providing human resources.
Lupita Ayala is dedicated to bookkeep and keep account of client's financial records in order to take advantage of their tax returns.
Karen Segovia carries the team with her assistance as well as managing any additional work load that's needed to be addressed.
Monday - Friday: 9am - 6pm
Saturday: By appointment
Sunday: Closed
Please contact us if you cannot find an answer to your question.
A financial consultant goes beyond the basic investment information to help you understand how to achieve your dreams. We can sit down and look at the best ways to make your money work and grow for you!
There are many ways to ensure financial growth and reach your goals. Some options are investments, savings strategies, budgets, insurance, and tax strategies. Your goals decide which approach is right for you.
Yes! We can help you figure out what you need to do to retire at your desired age. We can also assist with college funds for kids, life insurance ,and estate planning.
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