Our Offerings

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


Investment Planning

 Appropriate levels of liquid assets
 Account Evaluation
 Asset Allocation and diversification


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


Retirement Planning

Project future retirement needs
Establish retirement goals and objectives
Development of a funding strategy


Educational Funding

Projection of future education needs
Section 529 Plans
Educational IRA’s





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


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 Insura