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Corporate Services

Simply Benefits provides resourceful, knowledgeable, and hard-working HR Specialists to assist you with your HR needs: hiring, firing, retention, employees handbook, employee notices, employee benefit options
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Individual Services

A thousand details and industry quirks make sourcing your own health insurance a nightmare – let the friendly experts at Simply Benefits guiding you to the best options that work for you

Welcome to Simply Benefits

About Simply Benefits

Simply Benefits was founded to bring the expertise, tool-set, and solutions from the large company market to the small-to-mid-sized employers. Our extensive background in health and welfare benefits, retirement plans, business advising, and human resources management is leveraged to provide you with a competitive and successful program tailored to your specific situation.

Technical Expertise

We have the industry know-how to source and bring together just the right combination of options to create a successful package.

Support & Service

Your benefits package is an on-going process as new options appear on the market while others sunset. We’ve got your back.

Communication

We keep you in the loop and up-to-date with the process so you can focus on your journey.

Confidential & Reliable

We make sure it gets done and that only the right people know the right information.

Stephanie Cappelleri

President & CEO

Stephanie has 15+ years of expertise in health and welfare benefits. She has developed benefit programs for large corporations, non-profits, small-to-medium companies, mom & pop shops, and individuals.

Stephanie brings deep industry expertise, clear communication, dedication to solutions and service, and integrity and honesty to your benefits situation.

763.972.3191

SCappelleri@Simply-Benefits.com

Jim Cappelleri

Partner

Jim has 18+ years of expertise in retirement plan administration, business advising, and individual financial planning. His technical understanding of the financial impacts of benefits helps to inform the best decisions for complex solutions.

763-972-3191

JCappelleri@Simply-Benefits.com

Contact us and get your

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Services We Provide

Medical & Dental Coverage

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Retirement & Financial Planning

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Life & Disability Insurance

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Employee Benefit Statements

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Business Continuation

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HR & Legal Consulting

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Flexible Benefits

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Executive Benefits

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COBRA

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Financial Planning

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WHY WORK WITH US

Industry Expertise

We are masters of a highly complex domain.

Brilliant Team

Steeped in industry expertise, we draw on all options to create your solution.

Creative & Professional

We provide quality solutions finely tuned to your situation.

Complex Sollutions

The industry know-how to create just the right packages.

Responsive & Reliable

We are there when you need us and we get it done.

5 MAIN REASONS TO CHOOSE US

We are good at what we do and we take care of our clients.
We are responsive and courteous.
While we get paid well for what we do, it is a drop in the bucket compared to having your benefits poorly assigned.
We are passionate about proposing quality benefit options for people. Our clients are well covered and that means we can sleep at night.
We are fun to work with by bringing good energy to your situation.

Stephanie Cappelleri, President & CEO

Whether I’m working with owners, employees, or individuals – giving someone the best suited benefits puts a smile on their face and mine. I look forward to working with you!
~ Stephanie

Jim Cappelleri, Partner

A properly structured and maintained financial plan has such a profound impact on people and families. Getting people set up correctly for their future motivates me. Looking forward to meeting you!

~ Jim