SFP Wealth
Dan Cappucci
781-239-2015
dcappucci@sfpwealth.com
SFP Wealth is a full-service financial planning firm focused on developing effective Retirement Plans, Executive Benefit Plans, and Educational workshops to help make the jobs of employers easier. With a team of experienced and credentialed advisors, SFP can tailor one or all of the following programs to best fit your needs.
Exclusively for CPG Members
SFP also has access to an extremely competitive retirement plan platform that can be used across a wide variety of plan types at a drastically reduced cost. SFP will conduct a comprehensive retirement plan analysis, assessing plan design, investment provider, and educational objectives. Through an exclusive arrangement with a national record-keeper.
SFP can provide comprehensive guidance and a portfolio of solutions to help attract, retain and reward key employees and executives.
Senior Advisors will roll-out complimentary in-house educational workshops that focus on a number of important financial issues including: retirement, college funding, financial management, and investment fundamentals.
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