From left to right: Paul Dean, EA, Accountant; Denise Guerrero, Marketing Coordinator; Krystal Soutar, New Accounts Manager; Anthony A. Saccaro, ChFC, J.D., President; Anca Saccaro, Social Media Coordinator; Lorraine Grossman, Associate Advisor, Director of the Estate Planning Division; Gerry Alcala, Client Relationship Manager
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.
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 the following:
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.
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