At Caruso Financial Group, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Leila has 29 years of experience in the financial services and wealth management field providing investment advice, risk management and retirement planning services to hard working successful individuals and families.
Kevin Sincavage Kevin is a graduate of the Virginia Military Institute, both academically and militarily distinguished, as well as a veteran of the United States Army. He served in the Military Intelligence Corps for nearly 5 years,...