(800) 689-4851
Locate a Speaker
Philip Capriotti
1603 Medical Parkway, Suite 230
Cedar Pak, TX 78613
Other States Served: TX
Profession:
Estate Planning, Financial, Insurance, Tax, Other
Workshops Offered:
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
About Me:
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.
Why SOFA?

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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