Our Services

CP Solutions

In addition to individualized goal setting and customized financial planning, we most regularly use these vehicles to serve our clients.

 

  • 403B (non-profit) Retirement Plans
  • 401K Retirement Plans
  • IRA (Individual Retirement Accounts)
  • College Savings Funds (529)
  • Life Insurance
  • Qualified Plans for Small Businesses
  • Executive Benefits for Small Businesses

Retirement Planning

  • Pre-retirement Analysis
  • Post-retirement Analysis
  • Pension Maximization Strategies
  • Annuitization Strategies
  • Estate Planning Analysis

Portfolio Management

  • Portfolio Analysis
  • Asset Allocation Analysis
  • Investment Strategies for Growth
  • Investment Strategies for Income
  • Does My Portfolio Fit Me?

Asset Management

Unique and comprehensive investment process that:

  • Allows for complete understanding of client’s goals and objectives
  • Measures comfort with volatility – illustrates in actual dollars, the “worse case” scenario providing real life potential outcomes
  • Aligns investment strategy to fund life of purpose and significance
  • Allows clients to be free to focus on what is most important to them

Business Owner Services

  • Professional Cash Management
  • Traditional and non-traditional cash management strategies
  • Business Transitioning
  • Maximize business value
  • Sell an existing business
  • Moving into a different position
  • Pass-down strategies
  • Executive Planning
  • Incorporating private and public stock holdings

Education Planning

  • Cost Analysis
  • Funding Strategies (529 plans, Education IRA’s)

Risk Management

  • Life Insurance – Term, Universal and Variable Life
  • Disability Income Insurance
  • Long – Term Care Insurance

Liability Management

  • Analysis of impact of debt
  • Provide a debt management strategy that minimizes or eliminates cost of debt

Estate Planning

  • Estate Planning Analysis
  • Trust Fund Management
  • Estate-Tax Funding Strategies
  • Unique Gifting Strategies
  • Family Wealth Planning

Legacy Planning

  • Making a difference in the lives of others (family, community, national and global impact)
  • Closely integrated with the estate planning process
  • Client’s plan is aligned and fully supports the impact they want during their lifetime and after

Are you ready for retirement?