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

Insurance Planning

Sound financial planning considers the risks to your financial success.  In addition to our investment advisory services, we are also independent insurance brokers and can design insurance programs from many carriers for life, disability, annuities, and long-term care plans.

 

We can help you evaluate your needs for protection and show you cost effective ways to protect yourself if needed.

 

There have been many innovative developments in the types of plans many insurance companies now offer.  Your advisor has many new ways of securing your estate, preparing for long term

care, and protecting your finances from a disability while managing

the costs.

 

We do not believe that there is only one way to design protection for

everyone.  We can help you weigh the pros and cons of differing

strategies so that you find what is right for you without the typical

sales pressure of a captive insurance agent.

 

Steps to Success

 

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Contact Us

Capital Portfolio Advisors, Inc.

67 Rhoads Center Drive

Centerville, OH 45458

 

Phone

937 299-9111

 

You can also use our secure contact form.

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