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Kathie is a benefits consultant andf Investment Advisor (with HTK) with 25 years of experience. She specializes in helping small to medium sized businesses design and implement their benefit packages. She can help businesses and self employed individuals save money on their health insurance plans, design group short term and long term disability plans as well as put together life insurance plans of all kinds. She also provides disability, life and long term care plans to individuals and business customers. Kathie is a CLU (Chartered Life Underwriter, AMERICAN COLLEGE) and has a fellowship, LUTCF, Life Underwriters Training Council.
Kathie's expertise is also sought after in the 401(k) design and takeover arena. Kathie can help the business that wants to start a 401(K) as well as the business that needs better support from the brokerage side. Kathie has a hands on approach to educating the employee which leads to a high participation level among the client companies that have Kathie handle their plan.
Capital Financial Benefit Solutions, LLC is located in Hunt Valley, and has been incorporated for over 20 years. They are separated from the competition with their high level of service provided to the business owner surrounding all facets of their benefit packages. They also work hand in hand with CFOs and HR Personnel in these areas.
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Take I-83N to exit 20A. Merge onto Shawan Rd. towards Cockeysville E. Make a left on McCormick Rd. and a left onto International Circle.
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410-821-2920
410-821-2930 
410-456-0501 
307 International Circle, Suite 100