At Care Financial, we are dedicated to empowering our customers to make informed decisions about their wealth management, debt management, retirement goals, investments, and more. As a family-owned financial planning firm, we understand the importance of having a comprehensive plan in place to ensure a secure financial future.
Our Services
We offer a wide range of financial services designed to help individuals and families achieve their short-term and long-term financial goals. Our team of knowledgeable professionals provides expert advice and guidance on the following areas:
Insurance & Financial Planning
- Long Term Care Insurance: Protect your income by electing long-term care insurance, ensuring you have the funds to cover everyday expenses and medical costs if you become chronically ill or involved in an unexpected accident.
- Disability Insurance: Provide a steady stream of income if you become disabled and can no longer work.
- Cancer Insurance: Supplement your health insurance with cancer insurance to cover lifestyle and medical expenses not covered by insurance.
- Life Insurance: Ensure your loved ones are taken care of in the event of your passing with whole and term life insurance options.
Retirement and Investments
- 401(k) and Retirement Planning: Help you plan for a secure financial future and make the most of your pension or retirement funds.
- Annuities: Offer fixed-indexed and multi-year guaranteed annuities to provide a steady income stream in retirement.
Why Choose Us
At Care Financial, we pride ourselves on our personalized approach to financial planning. Our team of experts takes the time to understand your unique financial situation and goals, providing tailored advice and guidance to help you achieve peace of mind and financial security.
Meet Our Team
Our team of experienced professionals is dedicated to serving our clients with honesty, integrity, and compassion. Meet our team members:
- Horst Schapals: President and Co-Founder of Care Financial, dedicated to helping clients plan for their financial future.
- David Schapals: Vice President and Co-Founder of Care Financial, specializing in retirement planning and investment management.
- Rebekah Hurston: Office Manager and Licensed Agent, responsible for managing daily operations and providing exceptional customer service.
- Sammy Wells: Financial Consultant, bringing over 40 years of experience in senior management to help clients achieve their financial goals.
- Darrell Anthony, CPA, CFP: Financial Consultant, providing expert advice and guidance on accounting, tax, and financial planning.
Overall Experience
The reviewers have had an overwhelmingly positive experience with Care Financial, citing excellent service, expertise, and professionalism.
Praises for the Team
The team at Care Financial, including David and Horst, have been praised for their politeness, professionalism, and in-depth knowledge of their field. The reviewers have appreciated their personalized service and expertise.
Long-Term Relationships
Several reviewers have mentioned having long-term relationships with Care Financial, with some citing over a decade of service. This speaks to the company's ability to build trust and maintain strong relationships with its clients.
Recommendations
All reviewers have highly recommended Care Financial, with some expressing gratitude for the company's care and attention.
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