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Key Person Protection

Losing a key employee to an untimely death or disability can have a catastrophic effect on your business. That’s why it’s important to develop a comprehensive financial plan for your business that includes key person insurance.

With the right plan and coverage, you can maintain your operations and minimize disruptions even when an unexpected event takes an ‘irreplaceable’ employee away from your team.

Our experienced professionals have the expertise and resources to help you analyze your situation and develop a sound strategy to protect your business from the unexpected loss of a key executive or employee.

Our approach is to find the best solution to help meet your financial needs. As a result, we are able to provide recommendations based solely on finding the best solution for you. Our goal is to be your trusted partner, we do not have any proprietary products to sell and will search the market for the insurance or investment product suited to pursue your goals and meet the needs of your business.

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We look forward to helping you plan for the future of your business, so you can get back to focusing on important items: maintaining your operations, minimizing financial disruptions, and working toward your other succession planning goals.

Joseph A. Cappello

Joseph A.  Cappello, CPFA, CMFC®, FPQP™

Wealth Manager & Retirement Plan Consultant

Paul Winkler

Paul  Winkler, AIF®, CPFA

Wealth Manager & Retirement Plan Consultant

Robert Wright

Robert  Wright, CPFA

Retirement Plans Specialist

To learn more about our services or to schedule an appointment: