About Us
Captive Insurance Planning for Privately-Held Mid-Market Companies
Captive Planning Associates, LTD provides turnkey single source solutions and services to small and mid-sized companies and their owners who would like the flexibility of owning and operating their own Captive Insurance Company for the purpose providing coverage for risks that are neither available nor offered in the traditional insurance market at reasonable prices.
Captive Planning specializes in understanding the many issues facing wealthy individuals, privately held or closely controlled public middle market companies and their owners and families. We have over twenty-five years experience working with owners, key management, and wealthy entrepreneurial families.
The firm has operations and affiliates located in Florida, New Jersey, New York, Pennsylvania, Delaware, Georgia, Alabama, and Southern California. We have many years of experience working with insurance brokers, accounting firms and law firms.
If you are looking for alternatives to the traditional insurance market for your own, or on behalf of your clients’, insurance requirements, please contact us - we can help.
Our Mission
Business today is becoming increasingly complex. With the explosion of information technology and global markets, the “business” of business requires individuals who are savvy, possess a willingness to take risks, and a skill level which can effectively navigate complex issues and circumstances.
Through years of experience, Captive Planning Associates can provide you with a single source solution to your captive needs - from many vantage points; domestic and international, short-term and long-term, business and personal, while controlling risk factors.
By bringing together the diverse experience and expertise of professionals that include attorneys, CPAs, management consultants and risk managers, we are able to develop sophisticated cutting-edge solutions for our clients.
In today’s complex world, you need a strong professional ally. Because of the value we place on satisfaction, we pledge commitment. Because we work closely with you, we promise results.
We place a premium on each client relationship. Our focus is guided by the long-term interests of our clients.
