RETIREMENT & INVESTMENTS

Today, retirement means living longer and enjoying your wealth longer.  Implementing the right strategies now can make a big difference in how comfortable you will be in retirement.  Whatever your expectations may be the experts at Caparo can be a valuable tool to help you prepare financially for what could be the most rewarding time of your life.

We will match growth, income and wealth preservation strategies with the retirement accounts, investments and assets that can help you realize and preserve your financial independence.

  • Needs analysis
  • Individual Retirement accounts (IRAs)
  • Roth IRAs
  • Fixed and Variable Annuities
  • 401k Rollovers
  • Individual investment accounts (Non-Retirement)

Are you a business owner or Benefits Administrator?

Caparo Insurance & Benefits can work with you to implement and oversee a wide variety of retirement plans including:

  • 401k
  • Simple IRA
  • SEP IRA
  • Payroll deducted IRA

We can find the right plan to fit your company.  Retirement plans do not have to be expensive and can help attract and retain valuable employees.

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CONTACT

CALL 610-940-0750 | FAX 610-828-2524

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati OH 45452 • 513-794-6794

Providence Financial Services is Independently Owned & Operated | Healthcare coverage not offered through Ohio National

 

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