Thank you for visiting our website and
we appreciate your interest in CCP, Inc for your Fee-Only financial
planning needs. We hope you will find it to be of service to you in
your search for the right financial planning advisory firm.
CCP, Inc. Financial Planning Services is a Fee-Only financial planning firm dedicated to
helping clients achieve their goals through education, disciplined and diversified investment
strategies, and personal attention. We have a profound respect for our clients and work hard
to build lasting and trusting relationships with each of them.
There is a time when the most important investment you can make is to plan for your financial
future. Now, more than ever, you need the right financial advisor. CCP's reputation as a national
leader in a complex investment world was built over a long period of time throughout many
different market environments. It is difficult in today's scope of financial advisors to
know whom to choose as your trusted advisor. This is why we offer our initial consultation
at no charge. At our initial consultation meeting we will begin to discuss what your needs
are and what CCP, Inc. can offer you. We will show you a sample financial plan; provide you
with our registration with the U.S. Securities and Exchange Commission; present you with a
contract with fee disclosure for our services; and begin to take some of the confusion out
of your financial situation.
CCP's desire is to make you financially independent within your goals,
resources, timeframe, parameters, and constraints. Within this context, you
receive personalized consulting and analysis. We create each financial plan
based on the situation at hand. Our services are Fee-Only, providing objective
analysis that is not dependent upon the sale of product. We review and discuss
your goals as they relate to your retirement plans, investments, estate plans,
college, taxes, and insurance in relationship with individual and family needs.
Lifestyle and family wealth planning through financial, emotional, physical, and
spiritual integration leads to a holistic approach to maximizing your lifetime wealth.
Please contact us or call
our office (847-303-1220) to schedule an initial consultation. At that appointment, we suggest
you bring in your most recent investment statements or a net worth statement along with your
latest federal and state tax return. We will be discussing your assets and liabilities and
cash flow in general terms, therefore a working knowledge of the aspects of your financial
picture are helpful. If you are married or have anyone else who will be significant in your
financial planning process, we encourage you to bring them in with you.
We look forward to meeting with you!
Sincerely,
CCP, Inc. Financial Planning Team
Steve Roberts, CFP
®, MBA
Carol C. Pankros, CFP
®, MS
Carin Pankros Roman, CFP
®
Stacie Knotek Quigg, CFP
®
Nothing on this website shall be construed as a solicitation of business in any state
in which CCP is not registered. No business will be conducted with any individual in a
state unless CCP is registered or exempted from registering. While reasonable care and
caution has been used in preparing information contained on this website, it is not
applicable to all circumstances. We assume no responsibility on how this information is
used or consequences thereof. You should always consult a qualified professional before
taking action.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP
®,
CERTIFIED FINANCIAL PLANNER
™ and federally registered CFP (with flame design)
in the U.S., which it awards to individuals who successfully complete CFP Board's initial and
ongoing certification requirements.
