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Capricorn Insurance Agency, LLC

Founded 2000 • With Angi since August 2015

3.0

(1) Verified Reviews

Health Insurance - Brokers
Insurance Agencies
Financial Planning

Description

Over 25 years of experience helping Individuals and Small Businesses with their insurance solutions such as Medicare Plans, Part D Coverage, Hospital, Dental, Term Life, Whole Life, Universal Life, Long Term Care, Estate Tax Planning, Non-Medical(no exam required policies), Guaranteed Issue, Disability, Annuities, Business Continuation for Small Businesses, e.g. Buy Sell Agreements, Key Person Insurance, Collateral Assignments, etc....

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SOVEREIGN WEALTH MANAGEMENT

We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

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Flury-Hinderks Insurance Agency

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Verified Reviews

A few reviews for this pro...
3.0

10/03/2020

Once she gets your money she never calls back she hides away in an office with the doors locked like a hermit.

Description of Work
Health insurance

Category financial advisor,insurance companies,health insurance brokers

    Services Offered

    Insurance, Life, Disability, Medicare Plans, Health & Annuities for Individuals & Group Employer Benefits. Business Continuation Policies for Small Business Owners & Businesses. Business Overhead Expense plans. Income Replacement plans. Estate Tax Planning Insurance. Peace of Mind to Protect your Family from Financial Hard Ship in the even of a loss is priceless. FREE QUOTES!! Life Insurance Brokerage Outlet for Property Casualty Agents & their clients.

    Services Not Offered

    Home or Auto, General Liability , Commercial, Property Casualty Insurance

    General Information
    Free Estimates
    Yes
    Eco-Friendly Accreditations
    Yes
    Payment Options
    Check, Visa, MasterCard, American Express, Discover
    Senior Discount
    No
    Warranties
    No