Edward F. Caputo - Registered Financial Advisor
Retirement Planning, Global Investing, and Wealth Management
Retirement Planning
Nudged by the government and buffeted by the demographic reality of retirees often living into their 90′s, corporations have been rapidly offloading the responsibility for retirement income to their employees.
Fortunately, many different financial vehicles now exist to help investors meet their own retirement needs. New products seem to emerge each month; some are marketing gimmicks while others may be valuable financial tools.
Why Use Registered Investment Advisors?
Here are Seven Reasons to Work with a Fee-Based Registered Investment Advisor (RIA):
1. You will gain a partner
Conflicts of interest are reduced as your investment advisor’s interests are better aligned with your interests. In effect, you and your advisor become one team managing your investment portfolio. [Learn More...]
Financial Planning for College and Education
Dreams. Ambition. Ability. Intellect.
Your child has them all. You’d like nothing more than to watch their full potential be realized.
But these dreams come at a price. These days, it is unrealistic to think that a college education is anything other than a necessity. [Learn More...]
Estate Financial Planning
Most likely, you have worked your whole life to build a nest egg for yourself and hopefully a legacy for future generations.
Don’t allow decades of hard work and financial discipline to be destroyed because you fail to make the proper preparations for the passing of those assets.
Many people think their estate plan is complete when they draft a will or a trust. In fact, these are merely tools available to build the foundation of a successful estate plan. [Learn More...]
Financial Planning Services and Products
International Assets Advisory, LLC, (“IAA”) is a full service brokerage and money management firm. IAA, founded in 1982, is registered under the Securities Act of 1934.
From our offices in Orlando, we serve thousands of clients — in Central Florida, throughout the country, and around the world. Our clients partner with a personal Financial Consultant, who constructs an investment strategy custom tailored to the unique needs of each client. [Learn More...]
Financial Planning for Small Business Owners
As a business owner, you are presented with many unique financial planning opportunities.
Likewise, you face many difficult challenges.
Depending on the effectiveness of your planning, your company could be a tremendous asset or a potential liability. [Learn More...]
Registered Financial Advisor
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