Take the first step toward reaching your
Financial Goals
Get the information that can help you live a confident retirement.
call us for a consultation today.
ATTEND A SEMINAR
Throughout the year, Caiati Financial offers no-cost educational retirement seminars. These are no-obligation events coupled with a gourmet meal to help retirees or soon-to-be retirees get answers to common questions about retirement and retirement strategies.
What To Expect
Market downturns put your hard-earned money in jeopardy. We will explain how we have kept our clients’ money safe no matter what the market is doing.
Protecting your principal is one of OUR CORE PRINCIPLES here at Caiati Financial. We will go over ways in which we can protect your principal AND interest even if the market takes a downturn.
No, this isn’t a gimmick. There really are ways to guarantee* that you will not outlive your retirement savings. If you plan properly and have the right products in place you can enjoy a stress free retirement knowing that the money won’t run out.
There are options to help you avoid paying taxes or deferring taxes on your IRAs. Join us to learn how!
Please Join us!
For a complimentary gourmet meal & dinner presentation. Learn how to take control of your retirement and have a delicious meal and a good time – all courtesy of Caiati Financial.
We Look Forward To Meeting You!
Please call 203-952-0506 Ext 2 to request more information.