Worried that your financial strategy is
Missing Something?
We’re here to help you feel confident in your financial future.
Financial Planning in Westport, CT
YOUR DREAMS MATTER
At Caiati Financial Services, we believe everyone should be able to live the retirement they’ve always dreamed of. We also understand that each client is unique and has their own vision for the future. We offer many types of financial services in Westport, CT, and the surrounding communities. We work with our clients to create a successful retirement plan that minimizes risk and tax liability and provides steady streams of income for the rest of your lifetime. Our team of professionals can help you create well-thought-out strategies to help you address your financial needs and concerns.
We offer personalized planning in three key areas:
Income
We will co-create a plan with you that provides you with the resources you need to enjoy your retirement that you’ve spent a lifetime earning. We help our clients create streams of income that will last the rest of your retirement.
Retirement Income Strategies
Annuities
Annuities
Preservation
We can assist you to protect your assets and help you live the retirement you’ve always imagined. Our team will create a path forward that preserves your lifestyle well into your golden years.
- Asset Protection Strategies Eliminating Risk From Your Portfolio
- Life Insurance Strategies Protecting Your Assets & Providing a Stream of Lifetime Income
- Tax-Efficient Strategies
- Long-Term Care Strategies
Legacy
We offer legacy and estate financial services to ensure the people and causes that matter most to you are provided for.
Legacy/Estate Planning
We can also refer you to our partners who provide the following services:
- Trusts
- Probate
- Charitable Giving
- Estate Planning
- Tax Planning
- Wealth Management
- Investments
Ready to take
THE NEXT STEP?
The team at Caiati Financial Services is here for you through all stages of life. With more
than a quarter century of experience, we can help you achieve all your financial goals
now and into the future. For more information on our financial services in Westport, CT,
schedule a meeting, attend a seminar
than a quarter century of experience, we can help you achieve all your financial goals
now and into the future. For more information on our financial services in Westport, CT,
schedule a meeting, attend a seminar
- Or give us a call today at 203-952-0506