CAPTRUST Financial Advisors
CAPTRUST Financial Advisors is the co-fiduciary to the Intact Services USA LLC retirement plan. Intact has partnered with CAPTRUST to provide customized financial advice to all regular full and part-time employees at no cost to you. CAPTRUST guides individuals through the complex process of accumulating and protecting their wealth. With a multidisciplinary team of professionals, the firm has a unique capability to help you with financial planning, and making well-informed investment decisions.
Creating and maintaining a financial plan is a critical component to achieve financial success. Setting objectives, developing a clear picture of your financial assets, understanding your risks and time horizon, and measuring progress toward your goals are key in the wealth planning process. Developing a plan requires skilled professionals to implement, guide, and manage.
The CAPTRUST program includes:
Access to one-on-one wealth planning and investment advice via dedicated financial advisors
Initial meeting to answer timely questions and to begin development of financial goals and objectives
Education and advice on pertinent financial planning issues
Balance sheet creation and analysis, as needed
Customized retirement and wealth projections, as requested
Access to CAPTRUST’s online financial aggregation portal, WealthView
Access to additional CAPTRUST financial wellness content, including VESTED Magazine
Learn more through this video and schedule a one-on-one consultation today.
Intact Insurance Specialty Solutions is the marketing brand for the insurance company subsidiaries of Intact Insurance Group USA LLC. Coverages may be underwritten by one of the following insurance companies: Atlantic Specialty Insurance Company, a New York insurer; Homeland Insurance Company of New York, a New York insurer; Homeland Insurance Company of Delaware, a Delaware insurer; OBI America Insurance Company, a Pennsylvania insurer; or OBI National Insurance Company, a Pennsylvania insurer. Each of these insurers maintains its principal place of business at 605 Highway 169 N, Plymouth, MN 55441. This material is intended as a general description of certain types of insurance coverages and services. Coverages and availability vary by state; exclusions and deductibles may apply. Please refer to your insurance policy or consult with your independent insurance advisor for information about coverages, terms and conditions. Some coverage may be written by a surplus lines insurer through a licensed surplus lines broker. Surplus lines insurers do not generally participate in state guaranty funds and insureds are therefore not protected by such funds.