At CPS, we believe it is important to invest our time to understand what your goals and objectives are before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, CPS will work with you to develop specific strategies to help you pursue your goals. Once a financial plan and investment strategy have been put in place, we will monitor your progress to help make sure you stay on track and make any necessary adjustments along the way. Throughout it all, we are dedicated to providing you with excellent service.

With the help of a back office of hundreds of people and the advanced technology support our office receives, we will help to ensure you receive the most current and comprehensive guidance.