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Wellness

LET US
GUIDE YOU
INFORM
PREPARE
COMMUNICATE

We are an independent employee bene ts consultation rm

focused on making bene ts simple and seamless. Our target
market is intentionally narrow so each of our clients and their
employees get the service they deserve from our dedicated sta .
We value our clients and invest the time and attention needed to
bring them peace of mind.

Strategy
Were a small rm with a personalized approach.
Capital Financial has a di erent strategy than a lot of the bigger companies out
there. A large consulting rm may have thousands of employees around the
world, but because of an exceptionally large amount of clients, the sta can be
overworked and overwhelmed.
When working with Capital Financial, you are the big sh in our pond.
Our sta is able to o er best-in-class consulting and service using three steps:
Inform
Staying informed with The Patient Protection and A ordable Care Act (PPACA), or
Obamacare, is important in establishing the right employee bene ts program for
your company. Well alert you to the latest in industry changes and evaluate
existing strategies and healthcare costs.
Prepare
Quarterly meetings (performance reviews) are invaluable to our process. They
allow us to prepare and project for the future, giving us insight into how a
customized bene ts program will t into your budget. They also help us set
expectations for the following year. We prepare RFPs for public procurement to
easily show that our team has invested quality time to make sure your company is
getting a good product at the right price.
Communicate
When a new bene ts program is on the horizon, employees expect a smooth
transition. Our sta is trained to communicate with employees through seminars,
bene t guides and multiple unique enrollment strategies, ensuring the transition
is seamless.

Phil Tavasci

Rob Brooks

Allison Wagner

Julie R

Partner

Managing Partner

Senior Account Manager, GBA

Senior Acco

Phil has worked with more than 190 Arizona

Rob has extensive experience working with

Allison has account management experience on

Julie brings a w

school districts dating back to 2003. When he

realized that many districts were being

Arizona insurance carriers and vendors in a

variety of industries. In 2010, his focus turned to

both the broker and carrier side of the insurance

industry, making her background invaluable to

Financial, with
working in the

underserviced by their bene ts consultants, he

Arizona school districts and has been an integral

Capital Financial. She researches and resolves

industry. She m

decided to start his own rmCapital Financial,

PLC was founded in 2006. Since then, he has led

partner at Capital Financial ever since. Rob

reviews and analyzes employee bene ts

claim issues for all health and welfare bene t

programs, and serves as a liaison between the

sizes and secto

President of Em

business development for the company.

programs, negotiates carrier agreements and

renewals and strategizes with our client and

employee and insurance company.

detail at Capita
meaningful, lon

Phil graduated from Northern Arizona University

with a Bachelor of Science degree in Business
Administration. He currently serves as President

executive teams.

Before joining Capital Financial, she served as the

clients.

Rob earned his Bachelor of Science degree in

Regional Account Manager at a national vision

insurance company. She also worked as a

on the universitys Board of Alumni. He resides in

marketing at Arizona State University, and he

primary key account contact for multiple Arizona

volunteer at he

Scottsdale with his wife. Outside of the o ce, he

is a car enthusiast and likes to golf.

serves on the Board of Directors for The

Centurion Project. He and his wife, Carly, live in

municipalities, school districts and private

employers. Allison lives in Waddell and enjoys

free time outdo

Arizona.

Phoenix with their daughter, Maddison.

horseback riding and gardening.

Employee Benefits Guide

Julie and her hu

We redesigned a booklet outlining the bene t options to qualifying Marana USD employees during Open Enrollment. It was printed and also made available online
in a digital version. Click the image above to view the digital booklet.

Resources
Lookback Guidelines (pdf)

21819 N Scottsdale Rd
21819 N Scottsdale Rd, Scottsdale,
AZ 85255

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GET info@capconsulting.com
480.269.8154
IN 21819 N. Scottsdale Road, Suite 100
TOUCH Scottsdale, AZ 85255

Governmental Purchasing Cooperative Contract #14-53-01S

2013 Capital Financial. All Rights Reserved.