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Retirement Planning

Planning is everything. 

Based on our experience, lack of planning ahead is the biggest mistake young professionals make towards the future. With a Financial Plan, investors will aim to a healthy retirement.

Sailing Rope

Financial Planning

Our Financial Planning process is unique and varies between every person specifically. We design a plan based on goals, needs, age, budget and execute the plan accordingly. 

Sunset and Palm Trees

401k Evaluation

Having a 401k is a great benefit. Based on a thorough evaluation of the funds available to be selected in your 401k, we will assist you with your retirement goals.

DISCLOSURE

CAF Investments LLC is a state registered investment adviser. CAF Investments LLC may only transact business in those jurisdictions in which it is registered or qualifies for an exemption or exclusion from registration requirements. CAF Investments LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CAF Investments LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as CAF Investments LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CAF Investments LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of CAF Investments LLC.  A copy of CAF Investments LLC’s current written disclosure statement discussing CAF Investments LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from directly from CAF Investments LLC upon request at no additional cost. You can easily request a copy of the CAF Investments LLC's brochure through email: cfeliciano@cafinvestment.com
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

CAF Investments LLC - Privacy Policy

cfeliciano@cafinvestment.com

©2024 by CAF Investments LLC

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