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

Getting Organized

Your financial success requires a certain level of organization.

 

Every investor needs to have some grasp of their income and expenses to build a successful savings plan.  

 

We help our clients to develop control over their cash flow and to improve their savings rate towards meeting their goals.  In addition, to assess your progress over time toward your goals, we give our clients tools to track their investment assets, use assets, debts and resulting net worth. 

 

Budget
Download this file to help develop a budget to find money to invest and gain better control of your income and expenses.
Cash Flow Worksheet.pdf
Adobe Acrobat document [50.6 KB]

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.

Client Newsletter

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Newsletter Sign Up

 

Client Account Login

Log into your TradePMR brokerage account.

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