Products & Services
As your first step toward financial success, the professionals of Caputo Financial Group, LLC as representatives of LPL Financial, can develop a detailed comprehensive financial plan specific to you. Your financial plan will address areas including: Portfolio Management, Asset Allocation, Estate Planning, Planning for Major Expenses, Risk Management and Protection, Education Planning, and Tax Planning.
Investment Strategies through representatives of Lincoln Financial Securities Corporation
- Mutual Funds
- Managed Portfolios
- Variable and Fixed Annuities
- Variable Universal Life
- Individual Stocks and Bonds
- Real Estate Investment Trusts (REIT’s)
Retirement Planning
- Individual Retirement Accounts – IRA’s (Traditional, Roth, SEP, Simple)
- 401(k) and 403(b) Plans
- Profit Sharing Plans
- 457 Plans
- Retirement Income Plans
Estate Planning
- Estate Analysis and Review
- Estate Plan (developed, implemented, and maintained by attorney)
- Estate Tax Mitigation Strategies (QPRT, Credit Trust, QTIP Trust)
- Charitable Giving Strategies (CRAT and CRUT)
Risk Management and Protection
- Life Insurance (Term, Universal and Second to Die)
- Long Term Care Insurance
- Disability Income Insurance
- Survivor Income Analysis
- Capital Income Analysis
Business Services
- Group Benefits (Life, Disability, Long Term Care, and Medical Insurance)
- Employer Sponsored Retirement Plans
- Key-Person and Buy-Sell Insurance
- Business Overhead Protection