Our Services

Our Services Have You Covered

Our team has the knowledge and experience to provide the full range of financial services for businesses and individuals. As you move through lifecycle changes and transitions, we’re ready to help.

Financial Planning
We’re committed to helping you pursue your financial goals. Our company, CPC Financial Planning, Inc., provides a personalized, systematic approach to financial planning that can encompass investment, retirement, estate, education and asset protection planning. Learn more.

Employee Benefits & Insurance
We take the complexity out of benefits and insurance. Our team works with businesses of all sizes to evaluate, design, install, and qualify benefit plans, and offers a wide range of insurance programs to work toward a variety of financial needs. Learn more.

Management Advisory Services
From buy/sell agreements to executive compensation plans, business continuity planning and much more, our team of professionals assists in the many aspects of business management. Learn more.

Key Industries

Learn more about why CPC Financial Planning, Inc. may be suited to address challenges and capitalize on opportunities in these industries.

• Healthcare

• Legal/Professional Services
• Real Estate
• Technology
• Manufacturing
• Construction & Related Building Trades
• Wholesale
• Not-for-profit