11630 Chillicothe Road
Caritas Financial : Strength and Virtue
Caritas (Care-uh-tahz) is Latin for charity, kindness, and compassion for others
It May Be Time for a Financial Checkup
How to Retire Early
Years of experience
With many years of experience, our team is familiar with the issues you face. Our process starts with listening to you and learning what is important. This is the foundation of Caritas’ understanding and relationship with you — taking time to discover your life's purpose, values, perspectives, and expectations.
While other firms may just invest your money, our team focuses on creating strategies that seek to provide the income you need to achieve the life you want in retirement. We create a personalized plan based on your needs because we know that one’s real wealth is not solely defined by their balance sheet.
We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
The latest topics in our library to Inform and Inspire.
Budgeting After a Divorce
Red Flags for Tax Auditors
The Fed and How It Got That Way
Chief Executive Officer
(440) 729-0036 x109
(440) 729-0036 x 113
(440) 729-0036 x 112
Chief Investment Officer
(440) 729-0036 x120
(440) 729-0036 x110
Director of First Impressions
(440) 729-0036 x126