Providence Financial & Insurance Services provides holistic financial, estate and tax planning education and services that help our clients to effectively achieve their financial goals. We specialize in conservative investment strategies geared toward baby boomers and retirees. Our service first philosophy means we invest our time in you and listen to your situation before ever asking you to become a client.
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
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 at 818.887.6443 to schedule a FREE FINANCIAL CONSULTATION (one hour consultation).
Anthony A. Saccaro, ChFC, founder and president of Providence Financial & Insurance Services, is a financial planner and registered investment advisor- but is first and foremost an educator. For over 15 years, he has consulted with thousands of individuals about their finances. He is passionate about teaching and coaching clients on the universe of investment options in order to help them develop clear income strategies for a secure future.
Saccaro was invited to share his financial expertise on KCAL9 News, has been a guest on CNBC�s �Worldwide Exchange� and made live appearances on FOX Business News� �The Willis Report� and "Varney&Co".
Named among California�s Financial Leaders by Forbes magazine in May 2013 and July 2015, Anthony A. Saccaro is part of the Ed Slott Elite IRA Advisor Group. His articles have been featured in prestigious publications such as The Wall Street Journal, USA Today, Los Angeles Daily News, Pasadena Star News, FOXBusiness and West Valley News.
Born and raised in Los Angeles, Saccaro�s favorite pastimes include spending time with his wife Anca and son Aiden, playing golf and traveling.
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