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Financial Planning Help

August 21, 2008 by TJ 

CPCCPC Financial Planning takes a personal approach when beginning your financial planning. Every client receives an initial free and personal consultation that outlines your needs, goals, objectives, and dreams for the future. Your CPC advisor will ask questions as well as answer them. Are you comfortable with an aggressive program or do you want to lean toward being more conservative? Is your objective to save for the long-term or short-term? What has been your savings and investment activity prior to coming to CPC? These questions and more are taken into consideration during the initial interview as well as gathering your financial information.

 

Earl A Clairmont,Jr.

250 Tanglewood Lane
King of Prussia, PA 19406

Phone:  610-354-9275

Fax:      610-265-8819

  

  • Tax Planning and Cash Flow Management
  • Estate Planning
  • Risk Management
  • Retirement Planning Programs
  • 529 Education Plans
  • Inheritance Planning
  • Investment / Investor Advisory Services
  • International Securties
  • Tax Savings Strategies
  • Investment Planning
  • Retirement Planning
  • Education Funding
  • Employee Benefit and Insurance Programs
  • Asset and Portfolio Management
  • Investment Real Estate
  • Stocks and Mutual Funds
  • Cash Flow Analysis

  

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