While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
CPC Financial Planning, Inc. and LPL Financial does not provide legal or tax advice. Please consult your legal or tax advisor regarding your specific situation.
Tax Planning and
Cash Flow Management
Tax Planning
Identification of tax planning strategies
Cash Flow Analysis
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Investment Planning
Appropriate levels of liquid assets
Account Evaluation
Asset Allocation and diversification
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Estate Planning
Identifying client’s objectives
Reviewing of wills
General estate planning structures
Considerations for fiduciaries
Estate tax projections
Planning recommendations
Proper titling of investments |
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Retirement Planning
Project future retirement needs
Establish retirement goals and objectives
Development of a funding strategy
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Educational Funding
Projection of future education needs
Section 529 Plans
Educational IRA’s
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Retirement Plans
Individual Retirement accounts (IRA’s)
Simplified Employee Plans (SEPS)
401 (k) Plans
Individual K (Indy K)
Simple Retirement Plans
Pension Plans
Profit Sharing Plans
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Employee Benefits and Insurance Programs 
Whole Life Insurance
Variable Life Insurance
Variable Annuities
Survivorship Life Insurance
Term Life Insurance
Disability Insurance
Executive Benefit
Deferred Compensation Plans
Key Person Insurance
Buy/sell Insurance
Buy/Sell Disability Insurance
Long-Term Care Insurance
Disability Business Overhead Insurance
Group Health Insurance
Business Interruption Insurance
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