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Services


Comprehensive and Exceptional Services

“When it comes to saving, protecting and growing your hard-earned money, it is critical to have a financial advisor who cares about it as much as you do.”

At Providence Financial & Insurance Services, we know that the choices you make now about your financial resources will affect your financial future. Our extensive experience in asset protection and management, recognizing stock market trends, estate planning and tax preparation enables us to maximize our clients’ financial resources while minimizing their risks.

Services

As a full-service financial and retirement planning firm specializing in conservative and integrated investment strategies, Providence Financial can help if you have questions about:

  • Your current investments
  • How to keep your money safe while earning more interest than at the bank
  • Rolling over your 401K
  • Maximizing your IRA
  • Roth IRAs
  • Whether a Roth IRA conversion is right for you
  • Reducing the taxes on your investments
  • Whether you have enough money to retire or maintain your standard of living
  • Avoiding probate through the use of a living trust*
  • Giving to charities
  • Setting up a college fund for your children or grandchildren
  • When to begin taking Social Security income
  • Whether you should select a Medicare or Medicare Advantage plan
  • How to qualify for Medi-Cal
  • Using a reverse mortgage to supplement your retirement
  • Maximizing what your heirs will receive
  • Financial mistakes you may be making but aren’t even aware of
  • Tax preparation services

* Living trusts are drafted by an independent law firm.

Whether you have a moderate portfolio and are seeking conservative investment options to keep what you have earned, or you have a multi-million dollar estate and are looking for advanced estate-planning expertise, our staff has the knowledge and experience to help.

We would love the chance to help you explore better options to your current investments. Call us today to schedule an appointment or to sign up for a FREE FINANCIAL CONSULTATION (one hour consultation).

Anthony Saccaro