A Registered Investment Advisor Since 1993
A Registered Investment Advisor Since 1993 

Scope of Services

We provide our clients with

  • comprehensive financial planning
  • investment management
  • insurance planning for life, disability and long-term care
  • estate planning 

 

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.

 

Financial planning and estate planning

Investment management

Insurance planning

Employee Retirement Plans

We help small businesses establish innovative and cost-effective retirement plans, including:

  • 401-k plans
  • Single person 401-k plans for self-employed entrepreneurs
  • Simple IRAs
  • SEP/IRA

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.

 

Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458

 

Phone

(937) 299-9111

 

Email us on our secure contact form.

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