Financial Strategies

Kapnick Insurance Group believes in providing an unmatched level of expert consultation and personal service for our clients. With our experience, we make navigating through the financial planning process a breeze at both the business and individual level.

BUSINESS RETIREMENT PLANS

Kapnick Insurance Group will identify the needs of your business, search for the right vendor and implement the right plan. Creating an attractive retirement plan will benefit your company in recruiting and retaining quality employees.

  • 401(k) Plans
  • Customized Profit Sharing Plans
  • Defined Benefit Plans
  • SEP-IRA
  • Simple-IRA Plans

INDIVIDUAL & BUSINESS PRODUCTS

At Kapnick Insurance Group, we help our clients prepare for the future with products that protect their loved ones and provide financial security. Our approach is to provide solutions for our clients to help them reach their financial goals.

  • Annuities
  • Life Insurance
  • Disability Insurance
  • Long-Term Care
  • IRAs: Traditional, Roth and College Funding
  • IRA and 401(k) Rollovers
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