We provide our clients with
Most of our clients have us look at their total financial planning while others look for us to address a specific issue, like rolling over a previous employer's retirement plan.
In our initial meeting, we discuss the scope of what your needs are.
Employee Retirement Plans
We help small businesses establish innovative and cost-effective retirement plans, including:
We help employers to remain compliant with their duties as trustee to the plan and help employees with designing a portfolio that is right for them.
We also stay proactive and service the plan through the years
so that the plan stays competitive and a valuable piece of an
employee's compensation package.
We also help plan participants with their personal financial planning
and help owners with business continuation planning.
Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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