One of the most critical parts of maintaining a healthy financial portfolio includes ensuring your assets aren’t exclusively allocated to one company or one industry. While that may be one of the most important rules of investing, it’s crucial to understand that it’s only one of many. At Caiati Financial Services, it is our mission to provide our clients with the best possible guidance on how to build their wealth and plan for the future.

One of method for creating volatility protection is through the power of indexing. Indexing allows our clients to participate in the market index without the burden of owning the market, therefore eliminating risk on that portion of your portfolio.

Caiati Financial also excels at creating lifetime streams of passive income for our clients. It is our fundamental belief that helping our clients create streams of lifetime income is the cornerstone of any successful retirement plan. Ideally, these streams won’t be subject to market risk or volatility and will continue throughout the duration of your retirement.