Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help

We've been a leader in the strategic planning space since 1981, developing a number of specialized planning processes that put client and strategy first, and products second. That decades long journey has taught us many lessons that our advisors now bring to bear for the benefit of our clients.

A Track Record of Success- Founded with 4 advisors in 1981, CP has now grown to over 110 representative in over 12 locations administering over $1.4 Billion in Assets and over $6.5 Billion in Insurance Protection.  (Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.)

Strategy Before Product -The financial services industry is increasingly commoditized and products are obtainable anywhere. We provide real value to our clients by being process-first and delivering a financial strategy that is built by financial products, not the other way around.

Size Fosters Innovation - As one of the largest planning firms in the Southeast, our clients have benefited from the fact our team-based approach fosters incredible innovation and creativity when it comes to solving complex planning problems. Having sheer numbers of so many capable advisors working in concert has also fostered this innovation - because of our scale we've had a great number of minds collaborating rather than working in silos.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

"An investment in knowledge pays the best interest."

- Benjamin Franklin