CPS is a full-service and independent financial advisory firm headquartered in Lakeland, Florida. For more than 45 years, CPS has brought clarity to complex financial situations through transparent and tax-efficient plans guided by our clients’ unique goals. As a fiduciary with access to all investment vehicles, including publicly traded stocks, our recommendations are always driven by our clients’ best interests.
- NO INVESTMENT PRODUCTS
- NO COMMISSION BIASES
- NO LIMITED FAMILY OF FUNDS
Just prudent, holistic financial plans that steadily build wealth for long-term prosperity and peace of mind. Think of us as your personal CFO- available to you whenever you need us as a partner and planner for your entire financial life.