Estate Planning, Financial, Insurance, Tax, Other
Asset Allocation & Modern Portfolio Theory, Estate Planning, Exploring Your Options for a Quality Retirement, Getting Fiscally Fit, Getting Your Financial House in Order, Is a Roth IRA Right for You, Legal Lessons for Life, Life Insurance and You, Preparing for Long Term Care, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Tax Planning, Understanding 401K Rollovers, Taking Control of Your Cash - Eliminating Debt
Philip Donato Capriotti, Sr. started in the financial services industry with a background in tax accounting and auditing. In 2005 he started Senior Tax and Insurance Advisors which specializes in Social Security maximization counseling and tax advantage retirement income planning. As a member of the Ed Slott Master Elite IRA Advsory Group since 2007, he is well qualified as a retirement income distribution specialist. Counseling clients and top advisors from across the county.