Broker Check
 
 

CARITAS FINANCIAL: Strength and Virtue

Caritas (Care-uh-tahz) is Latin for charity, kindness, and compassion for others

At Caritas Financial, our experienced professionals have helped hundreds of families for nearly two decades by providing clear, thoughtful retirement planning guidance. Through the years we have expanded our services to become a comprehensive financial services firm providing financial planning and private wealth management for individuals and families as well as institutional services for organizations such as endowments, foundations, and retirement plans.

Focused on You

Our work begins by helping you clarify and prioritize your objectives. This is accomplished after an in-depth conversation designed to give us insight as to what is important to you in life, both personally and financially. The decisions we arrive at together help us develop a personalized financial plan that supports your objectives, responsibilities, and ambitions.

Lasting Relationships

Each Financial Consultant and Private Wealth Advisor at Caritas Financial works with a select number of clients to ensure we are accessible and responsive to your needs. Financial planning is a process, not a one-time event, so we provide ongoing communication and can respond to changes in your priorities or circumstances as necessary. We pride ourselves on connecting with clients and earning their trust, which is invaluable when developing and implementing strategies that are customized for your objectives.

Objective, Unbiased Advice

Whether you are getting “retirement-ready,” selling your business, organizing your finances, planning a legacy, or even starting a foundation, you can feel comfortable knowing you have a strong financial team to provide comprehensive recommendations. Our skilled team is comprised of financial professionals with distinguished industry designations, including Certified Financial PlannerTM (CFP®), Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), and Accredited Investment Fiduciary (AIF®) – all of whom have access to a broad spectrum of non-proprietary products and services. As an independent firm, we are honored to have the responsibility of delivering clear, unbiased and objective advice to our clients.

Helpful Content

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

View all articles arrow

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

View all videos arrow