We take the time to know you as an individual. We listen to your goals and concerns, partnering with you to create a plan to help you pursue financial peace of mind.
Our advisors have a passion for serving women and take pride in delivering exceptional advice, planning and service. We are competent, credentialed and caring advisors who are committed to your success.
We know that you are a strong, intelligent and independent woman. We also know that you have questions. Our tools and educational opportunities help you make wise financial decisions at your own pace.
We provide personal and easy-to-understand advice in an objective and pressure-free setting. By listening more and talking less, we help women find their own answers.
We nurture a thriving, evolving and supportive community where you can connect with like-minded women who share similar experiences.
Managing your wealth is more than just managing your money. It involves understanding your values, vision and goals, and then making decisions that enable you to live a fully satisfying life—a life where you grow your experiences, memories and achievements while making a difference in the lives of others. A life where you realize that wealth is so much more than just financial. A life, on your own terms.
To reach your goals, you need the support of people who inspire and encourage you to make the most of your life. With ciaWOMEN, Capital Income Advisors' women’s initiative, we offer financial services designed to help women take control of their finances to achieve clarity and confidence. Our mission is to empower women to use their wealth to live a great life.
EVERY WOMAN DESERVES TO WORK WITH AN ADVISOR WHO IS COMMI TTED TO UNDERSTANDING HER NEEDS AND HE L PING HER DE SIGN THE LIFE SHE DESIRES.
Women have unique financial needs. But for too long, the financial services community has ignored women’s concerns about wealth management. At Capital Income Advisors, we have listened to the concerns of our female clients. We’ve taken what we’ve learned from those conversations and developed a unique approach that will help women build and grow their wealth, creating a comprehensive wealth program that covers every aspect of their financial lives.
We partner with women who want to take control of their wealth, including women in transition (e.g., divorcees, widows and those preparing for retirement) as well as entrepreneurs and professionals who want to take a more active role in their finances. By becoming a part of the ciaWOMEN community, you’ll be able to connect with others, learn more about financial issues and become even more empowered in managing your financial future.
When a woman decides to take control of her financial life, we are here to help. From an active corporate executive to a mother managing a demanding family schedule, time is a valuable commodity. Our Wealth Design Process helps simplify your financial life, save time, secure your future and reduce your risks, which can help provide peace of mind and comfort so you can live a great life. Our solutions address some of the major challenges that women face when managing their wealth.
Your wealth represents security, freedom, opportunity and responsibility. What do you hope to achieve with all that you have? First, you have to decide what is most important to you, and we can help you do that. As we work together to create your Wealth Design, a clear vision for your future will emerge, as well as a path for getting there.
A financial design for your life begins with where you are today. We start with analysis, obtaining a clear financial picture and assessing risks. By looking at your cash flow, debt, benefits, education funding, taxes and more, we can offer detailed advice to help you achieve lasting financial security. Our focus is on helping you achieve your goals by maximizing your returns, minimizing taxes and expenses, and mitigating risk.
Life changes can bring new responsibilities as well as stress. We guide you through life’s transitions, whether you’re getting married, starting a family, getting divorced, recently widowed, receiving an inheritance, establishing or selling a business, or approaching retirement. This signature service helps create stability and comfort. We listen, educate and communicate, providing strategies that are sensitive to the feelings of women in transition.
Part of managing your wealth involves protecting your assets and preparing for the unexpected. Capital Income Advisors analyze the unique risks that threaten you, your family and your wealth. We provide asset protection consulting, assistance with elder care planning, and risk management and insurance services. We then incorporate these strategies into your wealth program to ensure you and your loved ones are protected.
Eventually, we each must decide how we want our wealth to impact our family, our community and our society. Our comprehensive wealth transfer services ensure that you leave a mark unique to you, passing on what matters most: your wisdom, values, traditions, beliefs and memories, in addition to your financial assets and prized possessions. We guide you in crafting a plan that articulates your wishes, protects your family, minimizes taxes and preserves your legacy for future generations.
To schedule a time to discuss your financial future, The Retirement Formula TM, and build your financial strategy, contact us at email@example.com or call us at (800) 875-1986 today!
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment options to custom suit their needs and objectives.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Before you can plan your retirement, you need to know the facts. Fill out the form below to request our complimentary retirement kit today.
Advisory services offered through Securities America Advisors, Inc. Martin Shapiro, Representative and advisory services offered through Arbor Point Advisors, LLC Richard Gigliotti, Jeremy Keating and Alexander Mele, Representatives.CA Insurance Licenses: Jeremy Keating #0E28476; Richard Gigliotti #0H83102; Alexander Mele #0H82823; Martin Shapiro #0681852
Securities offered in the states of CA, TX, NY, NJ, PA, AZ, NV, MA, CO, AR, GA, IN, MS, MT, OR, TN, WA, WI, LA, FL, DE, NC, SC, MN