Capital Guardian empowers your business to access the same advanced tools that were once exclusive to Fortune 100 companies.
At Capital Guardian, we believe that small and mid-size businesses are the backbone of the American economy. The 831(b) & 1120PC plans we administer are designed to help these businesses navigate challenges and thrive.
We are deeply committed to the financial security of our clients and their businesses. Our dedicated and innovative team works tirelessly to deliver creative, high-quality plans tailored to the diverse needs of those we serve.
In an ever-evolving risk landscape, it’s crucial for successful businesses to develop a comprehensive risk management program. The COVID-19 pandemic served as a harsh lesson, with insurance carriers denying business interruption claims due to indirect losses and restrictive policy language. At the same time, state and local governments deemed many businesses non-essential, forcing them to close. The 2020 pandemic highlighted the need for business owners to establish a self-insure plan. Our self-insure plan goes beyond traditional insurance, addressing not only tangible asset risks but also the risks associated with intangible assets.
As a business owner, you’re often contractually liable to a range of third parties, including vendors, customers, contractors, and employees. While these liabilities—such as service contracts, warranties, protection plans, and deductibles—might seem manageable in the short term, they can pose significant risks to your cash flow and overall business health over time. With a Capital Guardian self-insure Plan, you can efficiently mitigate these risks, ensuring you can continue to honor your commitments and keep your business thriving.
Capital Guardian has made it possible for your business to access the same powerful tools that were once reserved for Fortune 500 companies. Self-insure Enterprise Risk Management designed to mitigate contractual liabilities, we offer solutions to help you manage risk using tax-deferred dollars. Discover how you will successfully leverage these strategies to weather the storm and thrive through them.
Dee is a seasoned Sales Director with a BA in Accounting from Portland State University, bringing over 30 years of extensive sales experience, including a notable decade-long focus on international business. Throughout his career, Dee has honed his expertise in engaging business owners and C-suite executives, leveraging his financial acumen and adept relationship-building skills to tackle intricate business challenges effectively. Known for his entrepreneurial mindset and proactive approach, Dee excels in devising and implementing innovative processes that significantly enhance revenue streams. Beyond his professional endeavors, Dee finds great joy in golfing, experimenting with at-home cooking recipes, exploring global destinations, and immersing himself in diverse cultures.