333 S Tamiami Trail Suite 298, Venice, FL 34285-2402

Mon-Fri: 9AM - 5PM | Sat & Sun: By Appointment

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K2 Capital Management PLLC Service Areas

AD&D Insurance

K2 Capital Management PLLC is the top choice for accidental death and dismemberment insurance (AD&D). We help our clients shop competitive rates for coverage packages that protect you and your loved ones in the event of an accident.

Annuities

K2 Capital Management PLLC is the leading choice for annuity insurance policies. We shop the most competitive deals available on the market, helping you minimize contributions while maximizing your output.

Bookkeeping

Hiring a bookkeeper is the best way to make sure all the financial records for your business are organized and in order, giving you access to all your information in a timely manner.

Corporate Tax Preparation

When you want to make sure your business can function properly and maintain financial stability, corporate tax preparation is essential.

Dental And Vision Insurance

K2 Capital Management PLLC provides dental and vision insurance in the surrounding area. Since opening our doors, we’ve made a name for ourselves as the area’s leading insurance agency, offering competitive rates for some of the most comprehensive policies on the market.

Disability Insurance

K2 Capital Management PLLC is the leading disability insurance agency. We offer a range of insurance products for both long- and short-term disability claims, all designed to maximize your coverage while keeping your costs to a minimum.

Employee Retirement Plans

K2 Capital Management PLLC is the leading insurance agency for employee retirement plans. We help employers manage their assets and provide comprehensive pension schemes for their staff.

Financial Statement Preparation

Whether your purpose is commercial or personal, starting the financial statement process can be difficult. People who have the most difficulty are those who have several expenses and investments. Our specialists can help prepare and analyze your financial statements so that you can be confident in your next transaction.

Group Health Insurance

K2 Capital Management PLLC is the leading group health insurance agency. We offer a wide range of insurance options suited to businesses both large and small. We help you shop the most competitive insurance plans on the market.

Individual Health Insurance

K2 Capital Management PLLC is the leading individual health insurance agency. We shop some of the most competitive deals in the industry, giving you a chance to compare insurance policies from a range of providers before picking the right one for you.

Insurance Agency

K2 Capital Management PLLC is the leading insurance agency. Since opening our doors, we’ve made a name for ourselves as a tested—and trusted—local insurance firm. We are renowned for our professional expertise, for our customer-first approach, and for saving our clients time and money on their insurance.

Life And Health Insurance Benefits

If you are looking to purchase life and health insurance, look no further than K2 Capital Management PLLC. We are the leading local insurance agent, offering a complete range of packages at incredibly fair price points.

Life Insurance

K2 Capital Management PLLC is the leading life insurance agency. We help families, individuals, and employers shop the most competitive deals on the market. We help you stay financially stable, no matter what comes your way.

Long Term Care Insurance

Whether you or a loved one have faced a car accident, developed a disability, or simply grown older, long-term care insurance is here to help. When the going gets tough, it’s essential to know that you have the insurance coverage you need.

Medicare Advantage

K2 Capital Management PLLC is the Medicare Advantage specialist. Medicare Advantage, also known as Medicare Part C, covers everything that Original Medicare does—and more. With dental coverage, prescription coverage, and beyond, this private insurance option safeguards clients from medical costs, hospital fees, and other charges you may incur over your lifetime.

Medicare Insurance

K2 Capital Management PLLC is the leading agency for Medicare insurance. We help our clients navigate the insurance industry, discover their options, and save money on their medical costs wherever possible.

Medicare Supplement

If you’re looking for insurance to supplement your Medicare plan, look no further than K2 Capital Management PLLC. We are the leading health insurance agency. We provide a complete range of services to help you shop, compare, and select a supplemental insurance plan that fits your needs and budget.

Payroll Services

We offer comprehensive management accounting services which ensure that your payroll is accurate and on time. We help you adjust for payroll taxes, making sure that your employees receive the correct amount on their deductions and allowances.

Personal Income Tax Preparation

When you choose to work with our team for your personal income tax preparation you’ll have access to our knowledgeable team and abundance of resources. Whether you are self-employed or are part of a split-income partnership, we have the expertise you need.

Prescription Drug Plan

If you’re looking for additional prescription drug coverage, look no further than K2 Capital Management PLLC. We are a leading insurance agency, and we provide a complete range of supplemental prescription plans designed to save you money and keep you covered.

Senior Life Insurance

K2 Capital Management PLLC is proud to be a leading agency for senior life insurance. We help our customers discover their options, compare insurance policies, and find the right one for them. Friendly, knowledgeable, and professional, our team is second to none.

Small Business Bookkeeping

K2 Capital Management PLLC provides efficient and meticulous bookkeeping services for small business owners. We’ll organize and optimize your current system to streamline all your accounting tasks.

Supplemental Retirement Plans

K2 Capital Management PLLC is the leading agency for supplemental retirement plans. We help you protect your wealth, manage your assets, and ensure a prosperous retirement well into the future.

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