We are here to listen and learn about your goals and financial planning needs.  We have profound respect for our clients and work hard to build lasting and trusting relationships with each of them. 

Please contact our office to start your financial journey and discover if our services and philosophy match your needs.


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CCP, Inc. Financial Planning Services

4801 Emerson Avenue, Suite 106
Palatine, Illinois 60067

Located on south side of Emerson Avenue

T  847-303-1220
F 847-303-1255
E info@ccpfps.com

Office Hours  Monday – Friday, 8:30am – 5pm. 

CCP, Inc. Advisory Team
Steve Roberts, CFP®, MBA
Carin Pankros Roman, CFP®
Stacie Knotek Quigg, CFP®