SL_CapitalInsuranceProfile_0320FINAL_Layout 1 3 / 13 / 20 5 : 02 PM Page 2 of numerous area nursing facilities . Also , if encourage our clients to have their estate “ I’ve always believed you treat clients the Santa Claus riding atop a fire engine in planning in order , making sure they have a as family , ” says Stanojev , who earned a the Doylestown Christmas Parade in late current will . When a client’s heirs come to B.A . in finance and business administration November looks familiar , you can guess me and say their dad never shared his plans and is a Master Registered Financial Con - why . with them . I can then say what his intentions sultant . “ The best way to help manage peo - “ We enjoy being involved in the com - were and I can do what’s best for them . ” ple’s money is to care about them as people munity , ” Stanojev says . “ It’s important to Stanojev has greatly enjoyed his career , first . I call my clients when I know they’re give back . I had a band years ago , and we which he describes as “ diverse ” and “ very sick , to check up on them , to see if they even opened for KISS at the Philadelphia rewarding . ” While he appreciates having need anything . It’s not all about billable Civic Center . There was a club owner we received numerous industry awards and hours . ” met , a former Vegas entertainer , who took commendations for his work , he receives An example : The sister of one of Stano - us under his wing , he taught us to be en - far greater satisfaction out of helping clients ’ jev’s former co - workers was battling health tertainers . He had no children of his own financial dreams become a reality . issues . The woman’s late husband , a police and treated my brother and myself like we “ I’ve played so many roles in the indus - officer who died prematurely , was the dom - were his kids . I never forgot that , and re - try , ” he says . “ I’ve been an outside sales in - inant spouse who made all the financial member it in what I do today . surance rep and eventually worked my way decisions with Stanojev . The woman’s car “ When people treat you kind , you learn into management . I was fortunate to get was in disrepair . She needed another , but to be kind and share with others , ” he con - with a small company and became involved her husband had always handled those tinues . “ We try to do that with our firm . in product development and research — kinds of purchases . She called Stanojev . We’re interested in what people want to ac - everything . That accelerated my growth “ I told her we’d go out to several deal - complish . We want to make things better and gave me a better understanding of how erships on a Saturday morning and test for them all around . We are committed to to serve clients and communicate better drive some cars , ” Stanojev recalls . “ I told helping clients get where they want to go . ” with them . ” her if she didn’t like the vehicle , we’d keep ? But Stanojev isn’t just someone a client looking at other dealerships . Three weeks D will see when visiting his office in Doylestown later , we found a car she loved . We freed or speaking on the phone about their port - up money from their account and bought folio . Rather , they are likely to see him the car . ” Capital Insurance throughout the community in a number of Of course , Stanojev didn’t bill her for & Investment Financial civic - minded settings , including the Rotary his time . Club of Doylestown , the Central Bucks “ That’s not how I do things with people , ” Planning Inc . Chamber of Commerce , the Mercer Rain - he says . “ That was an expectation her hus - 350 E . Butler Ave . , Suite 102 makers of Mercer Museum and Fonthill band would have had , that I would be there Doylestown , Pa . | ( 215 ) 345 - 6961 Castle , Pearl S . Buck International , and the to help her if he were gone . There are times jstanojev @ capitalinsureinvest.com Michener Museum . when you need to take care of people as www.capitalinsureinvest.com In addition , Stanojev is the fundraising people , not because they’re a client . ” Securities and Advisory Services offered through Cadaret chairman for the “ Friends of the Borough Grant & Co . , Inc . a Registered Investment Advisor and mem - Dam , ” and helps run its fishing derbies , Doing What’s Best ber FINRA / SIPC . Capital Insurance & Investment Planning which support the youth , seniors , challenged Stanojev and his team at Capital Insurance and Cadaret Grant & Co . , Inc . are separate entities . individuals , disabled veterans , and residents & Investment Planning apply decades of experience and knowledge to helping clients work toward their goals and objectives , whether those goals and objectives involve investments , retirement planning , estate planning , eldercare planning , insurance planning , or all or some of the above . The firm specializes in handling qualified and non - qualified company retirement plans and business continuation planning . No matter the specific need , clients receive in - dividual attention and sound objective advice on a fee - for - services basis . At Capital Insurance & Investment Plan - ning , the mission is to deliver to each client a level of service designed to exceed their expectations . Each of the firm’s highly cre - dentialed financial advisors completes 40 hours of continuing education training per year . Also , each client receives a “ Client Bill of Rights ” and a service matrix , which serves to define what each client can expect from the firm and what it will ask of the client . “ We help either create or manage the wealth , ” Stanojev says . “ We’ll take startup investors as well as others . We help them protect their families . We’re motivators ; we SUBURBANLIFEMAGAZINE.COM MARCH 2020 | 33