About Capetillo Insurance Solutions

 

 

 

 

 

 

 

Working Together to Solve Your Financial Goals

At Capetillo Insurance Solutions we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

  • Retirement Income Planning
  • Social Security Planning
  • Medicare & Long Term Care Planning

As financial professionals, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Capetillo Insurance Solutions we work hard to bring our clients the financial solutions that are designed to help them achieve security and peace of mind in retirement.

The Capetillo Insurance Solutions 3-Step Process

Step 1: Getting To Know Each Other

In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.

Step 2: Building Your Financial Plan

In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other aspects of your life that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.

By the end of our meeting you'll have a solid understanding of your current financial standing, and what needs to be done in order for you to achieve your financial goals, while still retaining the security and peace of mind that will allow you to get a good night's sleep at the end of the day.

Step 3: Ongoing & Proactive Management

As life changes, so should your plans. We will meet on a regular basis and re-evaluate your financial plan, make adjustments as necessary, and always ensure that you are on target to achieve your objectives.

Other Areas of Focus:

Your Medicare Experts

Choosing a Medicare plan can be confusing and overwhelming. Capetillo Insurance Solutions offers expert advice to all Medicare beneficiaries, regarding their health plan options. We educate our clients on the benefits and limitations of Original Medicare and thoroughly review each health plan option available to them. Whether it’s a supplement or Medicare Advantage, we'll help identify the plan that best fits, based on the individual’s healthcare needs, preferred doctors, prescriptions and financial situation. 

We specialize in senior insurance services, offering the best Medicare products and services to help protect from financial hardship. We create lasting relationships with our clients, because they trust that the advice that we provide is honest, unbiased and with their absolute best interest in mind. Additionally, we provide ongoing service on all of our policies…long after the initial enrollment. A local agent is always available to address your questions and concerns in a timely manner. It’s the kind of service you expect and deserve from a local, independent agent.

Call us today at (209) 442-4300 or visit https://medicareful.com/cis for more information.


Social Security Maximization

At Capetillo Insurance Solutions, we believe in these words and echo their sentiment by providing our clients with a comprehensive understanding of Social Security. We understand that for many Americans, Social Security is the foundation to the bridge that can securely take them from retirement into the rest of their life.

One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit. There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible- at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.

FREE RETIREMENT ROADMAP DOWNLOAD

There are many places you can go to get help with your retirement planning. If you're a do-it-yourself kind of person, or you're just looking for some basic guidance, you can check out our online resources to learn the basics (you're off to a good start!), and we're here to help answer any of your questions.