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
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.
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Capital Portfolio Advisors, Inc.
67 Rhoads Center Drive
Centerville, OH 45458
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