James Capper
Business Development Officer & Insurance Specialist at Maclean Financial Group
Based in Sacramento, United States
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Seniority
Staff
Department
Other
Location
Sacramento
Industry
Financial Services
Company size
12
Contact information
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j•••••••@macleanfinancialgroup.com
Phone
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Background
About James Capper
People work with me because I am passionate about creating meaningful client relationships based on trust and respect while helping them plan for their financial security. What this means is that I am dedicated to assisting you in your personal and professional life by discovering what matters most to you, and working toward holistic solutions to help you achieve your goals and plan for the future. With more than 30 years of experience in financial services, and backed by highly rated companies and industry-leading technology, my clients benefit from the confidence, security, and commitment that they always know they have a trusted financial professional who will help protect them and the ones they love. A good life doesn’t happen by accident, and a well-designed plan will help you live a good life for the rest of your life. Specializing in Executive Benefit Planning; Employee Benefits; Key Person Planning; Buy/Sell and Buy-Out Planning; Life Insurance; Disability Insurance; Long-Term Care Insurance; Charitable and Retirement Planning for executives, professionals, and small business owners.
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