We provide financial planning, investment management, insurance planning and estate planning for individuals and small businesses.
The most common issues we help our clients with are IRA Rollovers, Roth IRAs, exploring college funding options, and helping our clients get their financial houses in order.
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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