Providence Financial & Insurance Services provides holistic financial, estate, and tax planning education and services that help our clients effectively achieve their financial goals. We specialize in wealth management and conservative investment strategies geared toward Baby Boomers and retirees. Our “service first” philosophy means we invest our time in you and learn about your situation before ever asking you to become a client.<\/span><\/h4>\n[\/vc_column_text][\/vc_column][vc_column][vc_row_inner][vc_column_inner width=”1\/2″][vc_single_image image=”6890″ img_size=”full” alignment=”right” style=”vc_box_shadow_border”][vc_column_text]<\/p>\n
From left to right: Denise Guerrero, Marketing Coordinator; Jacqueline Thomas, Client Service Manager; Anca Saccaro, Social Media Coordinator; Anthony Saccaro, ChFC, Esq., President; Krystal Soutar, New Accounts Manager; Lorraine Grossman, Associate Registered Investment Advisor; Gerry Alcala, Client Relationship Manager<\/em><\/p>\n[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_column_text]<\/p>\n
As a Fiduciary firm, we are held to the highest regulatory standard of accountability, which means you can be sure we will always put your best interests first.<\/span><\/h4>\nWe also believe that managing your money wisely means being knowledgeable about all your options. That\u2019s why we place a heavy emphasis on financial education. This focus on education, along with our more conservative approach to retirement planning, led us to become a Retirement Income Source firm. We are backed by a national network of income specialists and an SEC Registered Investment Advisory firm that manages more than $2 billion in client assets.<\/span><\/h4>\n[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_section full_width=”stretch_row” content_placement=”middle” css=”.vc_custom_1551807561911{background-color: #00529b !important;}”][vc_row full_width=”stretch_row” content_placement=”middle” css=”.vc_custom_1551803788503{padding-bottom: 7% !important;}”][vc_column css=”.vc_custom_1551804521722{margin-bottom: -20px !important;}”][vc_custom_heading text=”As a full-service, financial planning and retirement firm specializing in conservative and integrated investment strategies, Providence Financial can help if you have questions about the following:” font_container=”tag:h4|text_align:center|color:%23ffffff|line_height:1.7″ google_fonts=”font_family:Carter%20One%3Aregular|font_style:400%20regular%3A400%3Anormal” css=”.vc_custom_1598899490010{padding-top: 3% !important;padding-right: 5% !important;padding-left: 7% !important;background-color: #00529b !important;}”][\/vc_column][\/vc_row][vc_row full_width=”stretch_row” gap=”15″ content_placement=”top” css=”.vc_custom_1551804474308{margin-top: -50px !important;background-color: #00529b !important;}”][vc_column width=”1\/2″]
<\/i><\/div>Your current investments<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>How to keep your money safe while earning more interest than at the bank<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Rolling over your 401K<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Maximizing your IRA<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Roth IRAs<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Whether a Roth IRA conversion is right for you<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Reducing the taxes on your investments<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Whether you have enough money to retire or maintain your standard of living<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Avoiding probate through the use of a living trust*<\/h4><\/div> <\/div><\/div><\/div><\/div><\/div>[\/vc_column][vc_column width=”1\/2″]
<\/i><\/div>Giving to charities<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Setting up a college fund for your children or grandchildren<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>When to begin taking Social Security income<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Whether you should select a Medicare or Medicare \u2013 Advantage plan<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>How to qualify for Medi-Cal<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Using a reverse mortgage to supplement your retirement<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Maximizing what your heirs will receive<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Financial mistakes you may be making but aren\u2019t even aware of<\/h4><\/div> <\/div><\/div><\/div><\/div>
<\/i><\/div>Tax preparation services<\/h4><\/div> <\/div><\/div><\/div><\/div><\/div>[vc_column_text]<\/p>\n
* Living trusts are drafted by an independent law firm.<\/em><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space][\/vc_column][\/vc_row][\/vc_section][vc_row full_width=”stretch_row” css=”.vc_custom_1551382103166{margin-top: -20px !important;padding-top: 30px !important;padding-bottom: 30px !important;background-color: #ab9a6e !important;}”][vc_column css=”.vc_custom_1551382237756{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;background-color: rgba(255,255,255,0.65) !important;*background-color: rgb(255,255,255) !important;border-left-color: #ffffff !important;border-left-style: ridge !important;border-right-color: #ffffff !important;border-right-style: ridge !important;border-top-color: #ffffff !important;border-top-style: ridge !important;border-bottom-color: #ffffff !important;border-bottom-style: ridge !important;}”]
Request a FREE Financial Consultation<\/h3><\/span><\/div>[vc_column_text css=”.vc_custom_1554220964232{padding-right: 50px !important;padding-left: 50px !important;}”]<\/p>\nPlease complete the form below to:<\/p>\n
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