Assurance to Steadily Grow Your Wealth
CPS GIVES CLARITY TO YOUR UNIQUE FINANCIAL POSITION
We’re a fiduciary; a full-service and independent financial advisory firm founded by CPAs with a passion for planning and headquartered in Lakeland, Florida. For more than 45 years, CPS has provided prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. With access to all investment vehicles, including publicly traded stocks, our recommendations are always driven by your best interests. No commission biases. No limited family of funds. Think of us as your personal CFO—available whenever you need us as a partner and planner for your entire financial life.
