Welcome to Coverage & Capital.


We believe that business owners deserve a secure and comfortable retirement after a lifetime of hard work and dedication to their businesses. Our mission is to provide effective succession & retirement planning strategies that help business owners achieve their retirement goals.


At Coverage & Capital, we aim to empower business owners to achieve their retirement goals.

We understand that as a business owner, you have dedicated your life to building a successful business and now it's time to plan for your future.

Our team of experienced Financial Professionals is committed to providing personalized Succession & Retirement Planning solutions that meet your unique needs. We work closely with you to understand your goals and develop a comprehensive strategy that helps you achieve financial security and peace of mind.

We work closely with our clients to develop customized Succession & Retirement plans that fit their businesses, employees, and personal financial goals.