Strategies for Businesses

Insurance Services

Life and disability insurance are about risk.  Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer.  We can offer specific strategies that will help minimize these risks for employers and the people that depend on them the most, their employees.

Investment Services*

We recognize the commitment and responsibility we undertake when providing investment services.  By listening closely to your needs, we can deliver quality investment services that correspond to your objectives.  A wide range of investment objectives can be pursued through the use of a variety of investments*.

Retirement Plan Services

We provide full services for qualified retirement plans.  If your business sponsors a qualified plan, we can deliver plan design and administration.  Are you retired or thinking about retirement?  Our associates can help you decide how to receive your retirement benefits.  Our services include:

·         Disability and key person protection

·         Executive fringe benefit planning

·         Deferred compensation plan design

·         Corporate estate planning strategies

·         Buy/sell agreements

·         Split dollar plan design

·         Business continuation planning

Retirement Plans

What better way to reward employees than an employer sponsored retirement plan.  Not only can it provide tax advantages for their business, but it can be one of the keys to the future financial security in their retirement years.  At Capital Financial Benefit Solutions, we are dedicated to providing business owners with the support they need to exceed their employees’ expectations.  Your Capital Financial Benefit Solutions associate can help you determine which strategy and plan will work best for your business with a range of plans including:

·         401k

·         Defined Benefit

·         403(b)

·         Simplified Employee Pension

·         Profit Sharing